Introduction
A status defines the current stage of a ticket or request in your workflow. A transition connects two statuses, enabling movement from one stage to another—such as from Open to Pending or Resolved.
You can customize the flow of statuses for each Service Desk entity (like Incidents, Service Requests, etc.) to match your internal processes.
To Configure a status flow:
Navigate to Status Flow under Configuration section.The Status Flows page is displayed with the Status Transitions details.
On the Status Transitions page, enter below information:
- Applied Entities - Select the entities from the dropdown.
- Requester Transitions - These are the status changes that a requester (the user who raised the ticket) is allowed to perform during the ticket lifecycle, such as reopening or closing a resolved ticket.
- Assignee Transitions - These are the status changes that the assignee (the person handling the ticket) can make.
- + Status - Choose the statuses you want to enable and arrange them in the desired order to define the workflow progression.
- + Transition - Click to add multiple transitions.
- Click SAVE to apply the status flow.
Note
You can define only one workflow per entity, but you can update an existing flow using the Edit option.
Note
- Users logged in as both Service Provider and Requester/Assignee can view both Requester and Assignee Status Transition Flows on the Default Status Flow page.
- Users who are not assigned as either Requester or Assignee will only see the Assignee Status Transition Flow.
- A user logged in only as a Requester will see the Requester Status Transition Flow.
- A user logged in only as an Assignee will see the Assignee Status Transition Flow.
- If a ticket is not associated with the logged-in user as either Requester or Assignee, only the Assignee Status Transition Flow will be visible.
Status | Description |
---|---|
New | The requester creates an entity and assigns the status New. |
Open | The assignee begins to work on the entity and changes the status to Open. |
Pending | The assignee moves the entity status to Pending while awaiting a pending authorization or response from the Requester to prevent exceeding SLA response deadlines while waiting for approval. |
On-Hold | The assignee moves the entity status to On-Hold when the time required to resolve the entity is longer than estimated. |
Resolved | The assignee moves the entity to Resolved Status after the resolution is achieved and Requester service is restored to SLA levels. |
Reopen | The requester can move an entity from Resolved status to Reopen status if the resolution needs to be further reviewed. |
Closed | The Requester/Assignee can move the entity status to Closed after the entity is resolved and verified by the Requester. No further actions are possible in Closed status. |
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