small package

Small Department / Team Onboarding

For customers already live on Halo who want to add a small additional team or department into their existing Halo environment.

Your details

So we can reach you about this submission.

Your name *Email *Company / organisation

Customer Contacts

Commercial contact *Project contact *Technical contact *Halo administrator *Testing / UAT contact *Sign-off contact *

Department / Team Details

Name of the new department or team *Purpose of the team within Halo *Primary contacts for configuration decisions Agents who should be members of the team *Will the team receive tickets directly or via reassignment from another team? *

Mailbox Details

Mailbox email address *Is the mailbox available and ready to configure? *Existing forwarding rules Who has access to the mailbox? Required signature or default response

Upload signature / branding assets Click to add files (up to 5) · 25MB each

Logos, images, or example signatures used in mailbox replies.

Request Types / Forms (up to 3)

Describe each request type, its purpose, fields, defaults, and portal visibility.

Request types *

Upload existing forms, mockups, or screenshots Click to add files (up to 10) · 25MB each

Reference examples from your current process — spreadsheets, PDFs, screenshots.

Routing Requirements

Where should tickets be assigned when submitted? *Any basic routing rules required Which sources should route (mailbox, portal, manual)? Default category, priority, or SLA requirements

User Access and Permissions

Which existing role or permission group should be used? *Users or agents who need access Portal visibility requirements Restrictions on who can view or raise these requests

Notifications

Can existing notification templates be reused? *Required notification recipients Specific wording changes required

Upload existing notification templates or examples Click to add files (up to 10) · 25MB each

Testing and Handover

Named customer contact for testing *Example test tickets or scenarios Who will sign off the configuration? *Preferred handover format (notes, walkthrough, both)

Out of scope for this package: More than 1 team or department · More than 1 mailbox · More than 3 request types or forms · New integrations · Complex approval workflows · New SLA models · Custom reporting dashboards · Major portal redesign · Custom automation beyond basic routing · Data migration · Custom development · CMDB or asset management configuration

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