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  • Associated Problem/Project - Work Orders can be associated to Problems or Projects.
  • Service Catalog - Work Orders are restricted to only using Service Catalogs with a Service Type of Task. Once saved, this can not be changed.
    • When a Catalog is selected, default Charges and Equipment will be loaded onto the Charges and Equipment tabs when saving the Work Order.
    • If the Selected Catalog has Location Required then the Location field becomes Required for the Work Order.
  • Location - The User can define a Location for the Work Order to occur at.
  • SLA - The User can define a Service Level Agreement for the Order to follow.
    • SLA (if empty) should be set from the SDC when the SDC is set. It would pull from the SLA Time Specifications grid on the SDC form. Use Default SLA if more than one SLA record is specified.

    • SLA (if empty) should be set from the Contact OR Department Hierarchy if it has a "Default SLA" set on it.

  • Due Date - Can be set when both the SLA and SDC fields are present as we need to match on both records to get the correct time specification.

  • Urgency - Based on the SLA time specification.

  • SDC - The User can define a Service Desk Classification to auto-populate Charges, Equipment, and Workflow details. Once saved, this can not be changed.
  • Details - The User can input all the details for the Work Order here.

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