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  1. Click on the Workflow tab.

  2. Click the Add button.

  3. In the data entry form, Users are prompted to select those parties who will be responsible for fulfilling the required Actions. Users must select a Workgroup and can additionally specify a Worker from lists defined by the User's organization.

    Add New Service Desk Workflow exampleImage RemovedAdd New Service Desk Workflow exampleImage Added
  4. Enter a Workflow Number

    Workflow Number Field exampleImage Removed

    (Workflow Number Field exampleImage Added )


    A couple of things to remember about Workflow numbers:

    1. They are used to order the Workflow items.

    2. Leave a range of numbers available between Workflow numbers (WF#) in case items need to be added later. We recommend intervals of 100.

    3. Multiple Workflow items can have the same number. This is done when those tasks can be performed concurrently.

  5. Enter the Workgroup.

    Workgroup Field exampleImage Removed

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  6. If you are giving this to a specific person, enter/select the Worker.

    Work Field exampleImage Removed

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  7. If this Workflow item is ready to be worked, enter a Start Date. (Image Added )

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  8. Optionally, Users may also choose a Scheduled Date, and/or enter an Estimated Time to complete the Workflow. The estimated time field allows the User to specify the number of hours the task should take to complete.

  9. Click the Save New button.

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  1. Click on the Workflow tab.

  2. Click on the Add from Service Desk ClassificationImage Removed Add from Service Desk ClassificationImage Added button.

  3. From the Choose a Service Desk Classification form, select the SDC to apply.

    Example of the Choose a Service Desk Classification formImage RemovedExample of the Choose a Service Desk Classification formImage Added
  4. Click the Add Workflow button.

  5. The New SDC will be applied to the Service Desk Item.

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To use it just click the 'Request Update' button. This will open the 'New Message form'.
New Message form exampleImage Modified .

A User can keep the default email text or add additional content here. Clicking the Send button will generate the email and send it to the email inbox of the recipient.

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