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2. Click the picker to add a Service Rep for the Order.
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3. If a Requestor is desired, add them with the picker.
4. Users can add multiple lines to the 360 Wizard with the
button. In the (2024.1) Using 360 Wizard Actions like a Package#example, the Add Line button was clicked twice to make a Wizard with three lines.
5. In the 'Qty' column select the number of Actions that are desired for a given Service Catalog. In the example image , there are two Add Actions selected for the first Service Catalog and just one Action for the other two Service Catalogs.
6. In the 'Catalog' column select each Service Catalog that is desired. In the (2024.1) Using 360 Wizard Actions like a Package#example, there are three different Service Catalogs selected; Voice Line, Authorization Code, and Cable Television.
7. For each row an Owner should be selected. These can be either a 'Contact Owner' or a 'Department Owner' and in the (2024.1) Using 360 Wizard Actions like a Package#example, the first and third row is set as a Contact, while the second row is set as a Department.
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If different SDCs are desired for the same Service Catalogs, simply add multiple rows with the same Service Catalogs, but assign different SDCs to the different rows.
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Example Image
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At the upper right part of the form click the Options > Save Perspective link.
Select a 'Name' for the Perspective. The Name should make sense to the Perspective desired.
Click the
button.
Use the Perspective like a Package
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Open the 360 Wizard for Add Actions. The steps to do this are the same as the ones in the Open 360 Wizard section of this "How To".
2. When the Wizard is open click the Options > View Perspective link.
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3. Select the New Employee Package Perspective that was previously set up.
4. Switch to this Perspective by double-clicking it, or selecting it and clicking the button.
5. The form's fields fill in automatically based on the template previously set up.
6. Users can set the wizard to create a new Service Order by leaving the picker blank.
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7. Selecting an Order with the Existing Service Order picker will append the Actions to that Order.
8. To set the GLA for the Actions a User can now select the GLA button on the wizard and set whatever GLA information is required.
9. Click the
button.
This will trigger the Add Wizard to build the Add Actions that were specified. As many different Form Perspectives that are needed can be created to allow Users to rapidly build Orders moving forward.
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