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Create a Problem
2. Click the 3. Change the Source if desired. 4. Enter the Service Rep into the field. 5. Enter a brief description of the Problem into the field. This is not |
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Required but encouraged. 6. Enter the Due Date into the field. If it's not known, it can be entered later. 7. If known or needed, enter Requestor into the field. 8. If known or needed, enter choose the Owner. The Requestor and Owner fields are not |
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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. 9. Enter the Dept. Hierarchy (or use the Hierarchy picker 10. Click the At this point, you should have a Problem number in the upper left-hand corner of the screen:
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To Associate an Incident with a Problem:
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