Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
outlinetrue
stylenone

In PCR-360, a number of associated Service Requests, Service Orders, Work Orders, Incidents, and/or Incident Requests are known as a Project. Sometimes it would be preferable to have Service Desk Items grouped together to aide in tracking related issues in the organization. These associated items are known as a 'Problem'. To build a Problem, Users will follow the same protocol established to build a Project.

From the Main > Service Desk > Projects grid, a User is able to view the Assigned Workers, Completed Workers, Assigned Workgroups, and Completed Workgroups related to each item.

Building a Problem

Navigate to the Service Desk Problems grid by clicking the Service Desk icon in the 'Main' tab. Select the Problems icon. Select the 'Add' button on the Grid Toolbar located above the Problems grid.

...

To consolidate several Service Desk items under one Problem a User can use the 'Associated Items'.Add New Associated Items form exampleImage Removed

...

By clicking the Add AssociationImage Modified button located immediately above the 'Associated Items' grid, the user is presented with a comprehensive list of all the Service Requests, Service Orders, Work Orders, and Incidents currently in the system (see image above). By checking the boxes flush to the left margin of the Service Desk items the User wishes to associate, Users, can choose to "bundle" as many Service Desk items together as desired.

...

When the appropriate boxes have been satisfactorily checked, click the SaveImage Modified button at the bottom of the 'Add Associations' form. The new Association will appear in the 'Associated Items' grid. Once the User saves the new Problem, the Problem will appear on the original Service Desk Projects grid.

Include Page
(2024.1) Create a Problem
(2024.1) Create a Problem

Resolving a Problem

Once all of the Incidents have been resolved on the Problem the User can select a Status of Complete to close the Problem. The User will be asked if the Problem's Resolution should be copied to the Incidents.

...