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Comment: Published by Scroll Versions from this space and version 2.1.4.7

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  1. Go to Main > Service Desk > Orders.
  2. Click the Add button. Image Modified
  3. Enter the Service Rep (if not populated with your name). Image Modified
  4. Enter the Owner of the desired service. Image Modified This can also be done on the Order Action below.
  5. If desired, enter the Requestor's name.
  6. Next, enter a brief description.
  7. Click the Save New button. Image Modified An Order number displays in the upper left hand corner of the window.

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Next, add a Service Order Action.

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

Selecting a Service

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  1. If the Service Number in question is known, enter it into the Service ID field and hit enter.
  2. Enter the Service Number in one of the following ways:
    • Enter part of the Service ID in the field and press Enter.
    • Click on the magnifying glass in the Service field and select the appropriate Service.
    • Add filters to the columns to shorten the list.
      Image Modified
  3. Once you've selected the Service, click the Save New button.
    Image Modified
  4. If there are any matching SDCs (Service Desk Classifications), they display on this screen. The User has the choice of choosing the appropriate SDC, saving without an SDC, or not saving the Action.

    Saving (with or without an SDC) at this point populates an Action number next to the SD#. 5. Enter a Due Date and Save or go to the Workflow Tab and start entering your Workgroups.

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