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- Navigate 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
- 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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Next, add a Service Desk Order Action.
- Click Add
- Set the Action as "Miscellaneous"
- Select the Service for the Order
Ways to search for Services:
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- Filters can be added to the columns to shorten the list
After Selecting a Service:
- Click Save New
- If there are any matching SDC's (Service Desk Classification) the User will see this screen and have the choice of choosing the appropriate SDC, saving without an SDC, or not saving the Action.
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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.
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Selecting GLA's
- Click on the GLA's tab
- Click the Manage Entries button
- Click the Add GLA's Button
- Choose the GLA that will get billed for this Service's charges
If the charges are split between multiple GLA's choose the percentage for this GLA then choose the other GLA's and percentages - Click Save
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