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Create an Order

The first step is to create a Service Desk Order.

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

Adding An Action

Next, add a Service Order Action.

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

Selecting a Service

Next, choose the Service to Disconnect:

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. Image Removed
   • Click on the magnifying glass in the Service field and select the appropriate Service.
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   • Add filters to the columns to shorten the list.
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3. Once you've selected the Service, click the Save New button.
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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.
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   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.