(v1) Disconnect Service with a Remove Action
Create an Order
The first step is to create a Service Desk Order.
Go to Main > Service Desk > Orders.
2. Click thebutton.
3. Enter the Service Rep (if not populated with User name).
Unknown Attachment
4. Enter the Owner of the desired service.
Unknown Attachment
This can also be done on the Order Action below.
5. If desired, enter the Requestor's name.
Unknown Attachment
6. Next, enter a brief description.
Unknown Attachment
Click the button. An Order number displays in the upper left-hand corner of the window.
Adding An Action
Next, add a Service Order Action.
Click the
Add buttonbutton.
2. Set the Action as "Remove".
Unknown Attachment
3. Select the Service for the Order.
Unknown Attachment
Selecting a Service
Next, choose the Service to Disconnect:
If the Service Number in question is known, enter it into the Service ID field and hit enter.
Enter the Service Number in one of the following ways:
Enter part of the Service ID in the field and press Enter.
Unknown Attachment
Click on the magnifying glass in the Service field and select the appropriate Service.
Select a Service formAdd filters to the columns to shorten the list.
Select a Service Filter form
3. Once the Service is selected, click the button.
4. If there are any matching SDCs (Service Desk Classifications), they display on this screen. The User has the choice of choosing the appropriate SDC, saving without an SDC, or not saving the Action.
Saving (with or without an SDC) at this point populates an Action number next to the SD#. 5. Enter a Due Date and Save or go to the Workflow Tab and start entering the Workgroups.
Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242