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Create a Problem

  1. Go to Main > Service Desk > Problems.

       2. Click the AddImage Modified button.

       3. Change the Source if desired.
         Source DropdownImage Modified

      4. Enter the Service Rep into the field.

         Service Rep PickerImage Modified

      5. Enter a brief description of the Problem into the field. This is not Required but encouraged.
         Description fieldImage Modified

      6. Enter the Due Date into the field. If it's not known, it can be entered later.

          Due Date fieldImage Modified

      7. If known or needed, enter Requestor into the field.

         Requestor PickerImage Modified

      8. If known or needed, enter choose the Owner. The Requestor and Owner fields are not Required and can be added later or not at all. Don't forget, the Owner can also be an Organizational Hierarchy instead of a person. To use a Department Hierarchy as the                      Owner, toggle the radio button.
         Owner Department pickerImage Modified

      9. Enter the Dept. Hierarchy (or use the Hierarchy picker Image Modified to search).

    10. Click the Save NewImage Modified button.

At this point, you should have a Problem number in the upper left-hand corner of the screen:

Service Desk number exampleImage Modified that you use to group together the Incidents.

...

There are three ways to do this:

  1. Go to Main > Service Desk > Incidents.

    • Find the Incident you want to use or create it from scratch.

    • Enter your Problem number into the picker

                    Image Modified

                     or use the Problem picker Image Modified to select it.

    • If this Incident has already been added (it has an Incident number), click the 

...

    • Save buttonImage Added button . Otherwise, continue entering the incident information like normal and click the 

...

    • Save New buttonImage Added button.

  1. Go to Main > Service Desk > Incidents.

    • Click Add to Problem/Project.

    • Select a problem (The Service Number on a problem starts with PB) to associate the incident with and click the

...

    • Save buttonImage Added button .

  1. Go to Main > Service Desk > Problem.

    • Open a pending Problem from the grid or create a new problem.

    • Go to the 

...

    • Associated Items tabImage Added tab.

    • Click the 

...

    • Add Association buttonImage Added button.

    • The next step is to toggle the Incident(s) to be associated with this Problem and click the 

...

    • Save buttonImage Added button . You can lessen the length of the list by adding filters to any of the columns. You may also conduct a basic search by entering criteria in the field above the grid.

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