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- Navigate to Main > Service Desk > Orders.
2. Click the Click button.
3. Enter the Service Rep (if not populated with the User's name)
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An Order number will be generated in the upper left-hand corner of the window.
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Next, add a Service Desk Order Action.
1. Click Add the button.
2. Set the Action as "Miscellaneous"
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- Click on the Workflow tab
2. Click
...
button
3. Enter a Workflow Number
See Note below for additional information.
4. Enter the Workgroup
5. If assigning this to a specific person, enter/select the Worker
6. If this WF item is ready to be worked, enter a Start Date
.
Optionally, choose a Scheduled Date, and/or enter an Estimated Time to complete the workflow.
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7. Click button.
Note: A couple of things to remember about Workflow numbers.
- Workflows Numbers are used to order the workflow items
- Leave room between workflow numbers in case items need to be added later. It is recommended to use intervals of 100
- Multiple WF items can have the same number. This is done when those tasks can be performed concurrently
Selecting GLA's
- Click on the GLA's tab.
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2. Click the button.
3. Click the button.
4. Choose the GLA that will get billed for this Service's charges.
5. If the charges are split between multiple GLA's choose the percentage for this GLA then choose the other GLA's and percentages.
6. Click
...
the button.
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