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  1. Navigate to Main > Service Desk > Orders.

       2. Click the Click Add button button.

       3. Enter the Service Rep (if not populated with the User's name)

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Next, add a Service Desk Order Action.

       1. Click Add the Add button button.

       2. Set the Action as "Miscellaneous"

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  1. Click on the Workflow tab

       Workflow tab

       2. Click Add  Add button button

       3. Enter a Workflow Number

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        Optionally, choose a Scheduled Date, and/or enter an Estimated Time to complete the workflow.

       7. Click Save New button button.

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

  • Workflows 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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  1. Click on the GLA's tab.

        GLA tab

       2. Click the Manage the Manage Entries button button.

       3. Click the Add GLAs button button.

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