Limit Visibility

• Display Selection: Setting this option will restrict SigmaPro to a specific function of an Issue/Task List, Custom Reporting or Project Administration. A common use for this option is to prevent users from creating custom reports or to setup an instance of SigmaPro specifically for Project Administration.
• Project To Display: Setting this option will display just the selected the project if you also check “Limit Project List”. Use this option to setup a Help Desk or on a page setup for a specific project.
• Limit Item List: This option will prevent the ticket filtering options in the Ticket List. This is useful with Help Desk when you want the user to only see their Requested tickets or for your project teams to only see the tickets they are assigned.

Show All Tickets Across All Projects

SigmaPro displays only the tickets for the selected project in the Ticket List screen. If you want to over-ride this and show the users their assigned tickets across all projects in the system, check the “Display Assigned Tickets Across All Projects” option.

Ticket Required Fields

For Help Desk systems and other types of ticket based systems, milestones and teams don’t apply or are initially open-ended. The following options allow you to configure SigmaPro to adapt to these systems.

• Default Teams: This option defaults the Team selection for new tickets to “All Teams”
• Default Milestones: This option defaults the Milestones selection for new tickets to “NONE”

Ticket Entry

• Email Owner on Create: Checking this option will automatically add the Owner of tickets to the Notification List of new tickets.
• Auto-Detect Requester: Checking this option automatically detects the user creating the ticket.
• Allow Summary Ticket Entry: This option changes the default view for SigmaPro to a quick entry screen. This view is like using the Project Templates but they are Ticket Templates. Users are only required to enter the short description and optional use of the Ticket Control Panel (comments, files, etc).
  • Ticket To Derive From: In order to use the Summary View, you must specify a ticket that all attributes will be taken from. Enter the Ticket number into this field.
  • Notification Role: Check the roles you want to be notified via email when new tickets are created via Summary Ticket Entry. The ticket you enter must exist in the project you select in the Project list.
  • Project: Select the Project you want these new tickets to be created in.
  • Submit Message: Enter a message you want the requester to see after they complete the entry of new tickets using the Summary Entry screen.