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Correct Autotask integration description in Remarks & Tickets

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Fixed to clarify that Autotask integration supports MANUAL ticket creation
(not automatic creation on failures). The integration exists and handles:
- Manual ticket creation in Autotask from Run Checks modal
- Synchronization between BackupChecks and Autotask tickets
- Automatic resolution when Autotask tickets are resolved/deleted

Removed incorrect claim about automatic ticket creation on failures.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
This commit is contained in:
Ivo Oskamp 2026-02-08 20:36:06 +01:00
parent 89f4c65e3e
commit 53445ab2a4
2 changed files with 11 additions and 2 deletions
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9
containers/backupchecks/src/templates/documentation/backup-review/remarks-tickets.html
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@ -378,6 +378,14 @@
<li><strong>Use remarks for documentation:</strong> If you investigate an alert and determine it's not an issue, add a remark explaining why</li> <li><strong>Use remarks for documentation:</strong> If you investigate an alert and determine it's not an issue, add a remark explaining why</li>
</ul> </ul>
<h2>Integration with Autotask</h2>
<p>If Autotask integration is enabled, you can manually create tickets in Autotask PSA for backup failures. When creating a ticket from the Run Checks modal, BackupChecks can create a corresponding ticket in Autotask and maintain a link between the internal ticket record and the Autotask ticket ID.</p>
<p>BackupChecks monitors Autotask for ticket status changes and can automatically resolve internal tickets when the corresponding Autotask ticket is resolved or deleted.</p>
<p>See <a href="{{ url_for('documentation.page', section='autotask', page='overview') }}">Autotask Integration</a> for details on setup and PSA ticket synchronization.</p>
<h2>Troubleshooting</h2> <h2>Troubleshooting</h2>
<h3>Ticket Indicator Not Showing on Job</h3> <h3>Ticket Indicator Not Showing on Job</h3>
@ -415,6 +423,7 @@
<li><a href="{{ url_for('documentation.page', section='backup-review', page='daily-jobs') }}">Daily Jobs View</a> - See how ticket and remark indicators appear in daily monitoring</li> <li><a href="{{ url_for('documentation.page', section='backup-review', page='daily-jobs') }}">Daily Jobs View</a> - See how ticket and remark indicators appear in daily monitoring</li>
<li><a href="{{ url_for('documentation.page', section='backup-review', page='run-checks-modal') }}">Run Checks Modal</a> - Create tickets and remarks while reviewing job runs</li> <li><a href="{{ url_for('documentation.page', section='backup-review', page='run-checks-modal') }}">Run Checks Modal</a> - Create tickets and remarks while reviewing job runs</li>
<li><a href="{{ url_for('documentation.page', section='backup-review', page='overrides') }}">Overrides & Exceptions</a> - Handle known issues with automated rules</li> <li><a href="{{ url_for('documentation.page', section='backup-review', page='overrides') }}">Overrides & Exceptions</a> - Handle known issues with automated rules</li>
<li><a href="{{ url_for('documentation.page', section='autotask', page='overview') }}">Autotask Integration</a> - Learn about PSA integration and ticket synchronization</li>
</ul> </ul>
{% endblock %} {% endblock %}

4
docs/changelog-claude.md
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@ -4,8 +4,8 @@ This file documents all changes made to this project via Claude Code.
## [2026-02-08] ## [2026-02-08]
### Removed ### Changed
- **Remarks & Tickets page**: Removed entire "Integration with Autotask" section describing automatic ticket creation for backup failures (this feature does not exist and is not planned), removed link to Autotask Integration from Next Steps section - **Remarks & Tickets page**: Corrected "Integration with Autotask" section to clarify tickets are manually created (not automatically on failures), updated to describe manual ticket creation and PSA synchronization only
### Changed ### Changed
- Fixed critical inaccuracies in Backup Review documentation based on user feedback: - Fixed critical inaccuracies in Backup Review documentation based on user feedback: