...
- Navigate to Main > Service Desk > Orders.
2. Click 
button.
3. Enter the Service Rep (if not populated with the User's name)
4. Enter the Owner of the new service
5. If so desired, enter the Requestor's name
.
6. Enter a brief description
7. Click the button.
An Order number will be generated in the upper left-hand corner of the window.
...
Next, add a Service Desk Order Action.
1. Click the button.
2. Set the Action as "Miscellaneous"
3. Select the Service for the Order
Ways to search for Services:
...
2. Part of the Service ID can be entered into the field.
3. Hit Enter.
4. The magnifying glass in the Service field will trigger a form to help select the appropriate Service
5. Filters can be added to the columns to shorten the list
After Selecting a Service:
- Click
button.
- If there are any matching SDC's (Service Desk Classification) the User will see this screen and have the choice of choosing the appropriate SDC, saving without an SDC, or not saving the Action.
If saved (with or without an SDC) there will now have an Action number next to the SD#.
...
- 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.
7. Click button.
Note: A couple of things to remember about Workflow numbers.
...
- Click on the GLA's tab.
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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