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The first step is to create a Service Desk Order.
- Go to Main > Service Desk > Orders.
- Click
- Enter the Service Rep (if not populated with the User's name)
- Enter the Owner of the new service
- If so desired, enter the Requestor's name
- Next enter a brief description
- Click Save New an Order number will be generated in the upper left hand corner of the window.
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- Click on the Workflow tab
- Click Add
- Enter a Workflow Number See Note below for additional information.
- Enter the Workgroup
- If assigning this to a specific person, enter/select the Worker
- If this WF item is ready to be worked, enter a Start Date .
- Optionally, choose a Scheduled Date, and/or enter an Estimated Time to complete the workflow.
- Click Save New
*Note: A couple of things to remember about Workflow numbers:.
- Workflow Numbers are used to order the workflow items
- Leave room between workflow numbers in case items need to be added later. It is recommended to use intervals of 100
- Multiple WF items can have the same number. This is done when those tasks can be performed concurrently
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