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Latest post 06-23-2008 3:58 PM by bking. 2 replies.
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  • 06-23-2008 3:25 PM

    • bking
    • Top 10 Contributor
    • Joined on 05-28-2008
    • Posts 23

    Active/Retired Hierarchy Templates & Incident Templates

    Each team in our technology department uses hierarchies to guide and control ticket-handling for their respective processes or projects, whether temporary or on-going.   In a previous instance of c.Support, we ran into a situation where we had a large number of hierarchies listed in the ‘Hierarchy Templates’ view in Configuration, many of which were no longer useful to us anymore.  At the rate we were headed, the list of hierarchies was approaching unmanageable and confusing.   

    My first instinct was to see if we could delete one of them, but c.Support will not allow that – Error: “The selected template cannot be deleted because it is being used by another feature in c.Support”.  It appears that once you use a hierarchy template for any given ticket and then close that ticket, the ability to delete the hierarchy template is lost, even if the hierarchy template becomes obsolete. 

     

    I contacted GWI Support, but they could not suggest any functionality by which we could remove the unwanted templates from our ‘Hierarchy Templates’ view without losing our closed incidents (they did mention archiving the tickets, but archived tickets do not display or function the same as production-level tickets). 

     

    To remedy this, I think it would be helpful to have some means of ‘deactivating’ or ‘retiring’ a hierarchy once it’s obsolete, and have it disappear from your ‘Hierarchy Templates’ view in Configuration.  Perhaps a “Retire” checkbox in the parent hierarchy template editor window combined with a “View Active Only”/”View All” toggle switch in the ‘Hierarchy Templates’ view window would allow this functionality.  Doing so enables user control over what they need to see.

     

    Similarly, the same situation described above applies to the ‘Incident Templates’ list.  Once an ‘incident template’ is applied to an incident, the template cannot be deleted - same error as above.  If we were able to ‘retire’ obsolete templates, we could avoid a cluttered list of incident templates which is otherwise inevitable.

     

  • 06-23-2008 3:52 PM In reply to

    Re: Active/Retired Hierarchy Templates & Incident Templates

     Adding an "active" flag would clean things up, like how its done with correspondence templates and surveys. I can add this suggestion to our feature request.

    In the mean time, with the 7.0 release, we added group permissions. I wonder if creating a category thats called something like "retired" or "inactive" and then for those templates/hierarchies no longer in use, change the category to the inactive category. If you then set the permission on the category to only be seen by a rep group with no members, within the ticket, selecting the list of hierarchies or templates to select from would only show the active choices.

    I know its not an ideal or straight forward solution, but it may hold things over until a flag is added to the actual record.

    Lisa

  • 06-23-2008 3:58 PM In reply to

    • bking
    • Top 10 Contributor
    • Joined on 05-28-2008
    • Posts 23

    Re: Active/Retired Hierarchy Templates & Incident Templates

     That's an excellent suggestion, especially for cleaning up our incident templates list.  Thanks!

     

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