Remove non-existent automatic ticket creation from Remarks & Tickets
Removed entire "Integration with Autotask" section that incorrectly described automatic ticket creation for backup failures. This feature does not exist and is not planned. Changes: - Removed section explaining automatic ticket creation in Autotask - Removed link to Autotask Integration from Next Steps - Updated changelog with removal Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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<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>
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<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>
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</ul>
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</ul>
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<h2>Integration with Autotask</h2>
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<p>If Autotask integration is enabled, tickets can be automatically created in Autotask when backup failures occur. BackupChecks maintains internal ticket records linked to the Autotask ticket ID.</p>
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<p>See <a href="{{ url_for('documentation.page', section='autotask', page='overview') }}">Autotask Integration</a> for details on PSA ticket synchronization.</p>
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<h2>Troubleshooting</h2>
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<h2>Troubleshooting</h2>
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<h3>Ticket Indicator Not Showing on Job</h3>
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<h3>Ticket Indicator Not Showing on Job</h3>
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<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>
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<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>
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<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>
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<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>
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<li><a href="{{ url_for('documentation.page', section='backup-review', page='overrides') }}">Overrides & Exceptions</a> - Handle known issues with automated rules</li>
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<li><a href="{{ url_for('documentation.page', section='backup-review', page='overrides') }}">Overrides & Exceptions</a> - Handle known issues with automated rules</li>
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<li><a href="{{ url_for('documentation.page', section='autotask', page='overview') }}">Autotask Integration</a> - Learn about PSA ticket synchronization</li>
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</ul>
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</ul>
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{% endblock %}
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{% endblock %}
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@ -4,6 +4,9 @@ This file documents all changes made to this project via Claude Code.
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## [2026-02-08]
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## [2026-02-08]
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### Removed
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- **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
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### Changed
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### Changed
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- Fixed critical inaccuracies in Backup Review documentation based on user feedback:
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- Fixed critical inaccuracies in Backup Review documentation based on user feedback:
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- **Approving Backups page**: Corrected Stage 6 to emphasize ALL runs must be marked as reviewed regardless of action taken (override/ticket/remark created), added warning callout that failing to mark as reviewed leaves runs visible with wrong status next day, corrected Stage 7 to clarify successful runs MUST also be reviewed (goal is empty Run Checks page), added bulk review functionality for efficiency, completely rewrote Complete Workflow Example to focus on Run Checks page (primary daily tool) instead of Daily Jobs, updated best practices and role-based workflows to prioritize Run Checks over Daily Jobs, added performance tips for bulk review, corrected bulk review section from "select multiple run checkboxes" to "select multiple job checkboxes" to reflect per-job review mechanism
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- **Approving Backups page**: Corrected Stage 6 to emphasize ALL runs must be marked as reviewed regardless of action taken (override/ticket/remark created), added warning callout that failing to mark as reviewed leaves runs visible with wrong status next day, corrected Stage 7 to clarify successful runs MUST also be reviewed (goal is empty Run Checks page), added bulk review functionality for efficiency, completely rewrote Complete Workflow Example to focus on Run Checks page (primary daily tool) instead of Daily Jobs, updated best practices and role-based workflows to prioritize Run Checks over Daily Jobs, added performance tips for bulk review, corrected bulk review section from "select multiple run checkboxes" to "select multiple job checkboxes" to reflect per-job review mechanism
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