.Service Desk - Activity / Remarks v2019.2

Activity / Remarks

The Activity/Remarks tab provides a detailed history of activity directly related to the Service Order at hand. For example, once an Action is completed, PCR-360 automatically generates an item in the 'Activity/Remarks' Grid detailing its completion. Similarly, if a Service Order is deemed 'Completed', PCR-360 automatically generates an item in the 'Activity/Remarks' Grid notifying Users of the change.

Adding Remarks

Users can also draft and add Remarks to this history. To do so, click the 'Add' button  on the toolbar above the 'Activity/Remarks' Grid. After clicking the 'Add' button, a data-entry form is displayed that provides the User with a free-form field used for entering remarks. Click the 'Save New' button  to add the remark. Once a new Remark is saved, it appears on the 'Activity/Remarks' Grid in the original Service Desk data entry form.  Note: Depending on the System Configuration, Remarks may not be editable once added.

Log Approval

Selecting the 'Log Approval' button  opens the 'Add New Service Desk Log Approval' form.

On this form, a User can select an Approver, the Amount Approved, Approved GLA, and add Additional Comments. Select the appropriate information and then Save to store this information.

Viewing/Editing Activity

Double-click or select an item in the Grid and click the 'Edit Selected' button  option to open an Activity/Remark from the Grid. If a Remark is selected, the Manage Service Desk Activity form opens and is editable. Otherwise, clicking this button to open any other Type of Activity opens it as read only. It can be viewed but not changed.

Use of HTML Tags

Some fields within PCR-360 allow Users to input HTML tags to make displaying that information a richer experience for those that are expected to consume it. For more information on HTML tag usage, please see the wiki entry for it.