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The first step is to create a Service Desk Order.

  1. Go to Main > Service Desk > Orders.
  2. Click
  3. Enter the Service Rep (if not populated with the User's name)
  4. Enter the Owner of the new service
  5. If so desired, enter the Requestor's name
  6. Next enter a brief description
  7. Click Save New an Order number will be generated in the upper left hand corner of the window.

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  1. Click on the Workflow tab
  2. Click Add
  3. Enter a Workflow Number See Note below for additional information.
  4. Enter the Workgroup
  5. If assigning this to a specific person, enter/select the Worker
  6. If this WF item is ready to be worked, enter a Start Date .
  7. Optionally, choose a Scheduled Date, and/or enter an Estimated Time to complete the workflow.
  8. 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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