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  1. Go to Main > Service Desk > Orders.
  2. Click Image Modified
  3. Enter the Service Rep (if not populated with the User's name) Image Modified
  4. Enter the Owner of the new service Image Modified
  5. If so desired, enter the Requestor's name
  6. Next enter a brief description
  7. Click Save New Image Modified 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.

  1. Click Add Image Modified
  2. Set the Action as "Service ID" Image Modified
  3. Select the Service for the Order Image Modified

Ways to search for Services:

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  1. Filters can be added to the columns to shorten the list
    Image Modified

After Selecting a Service:

  1. Choose a new Service ID.
    • For a phone service, click the available service icon next to the "New Phone Number" field Image Modified
    • For an Auth Code Service, click the available service icon next to the "New Auth Code" field Image Modified or generate a random code by clicking Image Modified
    • For Other service types, enter a new Service ID name into the New ID field
  2. Enter any other required information and click Save New Image Modified
  3. 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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  1. Click on the Workflow tab Image Modified
  2. Click Add Image Modified
  3. Enter a Workflow Number Image Modified See Note below for additional information.
  4. Enter the Workgroup Image Modified
  5. If assigning this to a specific person, enter/select the Worker Image Modified
  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 Image Modified

Note: A couple of things to remember about Workflow numbers.

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Selecting GLA's

  1. Click on the GLA's tabImage Modified
  2. Click the Manage Entries button Image Modified
  3. Click the Add GLA's Button Image Modified
  4. Choose the GLA that will get billed for this Service's charges Image Modified
    If the charges are split between multiple GLA's choose the percentage for this GLA then choose the other GLA's and percentages Image Modified
  5. Click Save Image Modified

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