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Disconnect Service with a Remove Action

Create an Order

The first step is to create a Service Desk Order.

  1. Go to Main > Service Desk > Orders.

       2. Click theAdd buttonbutton.

       3. Enter the Service Rep (if not populated with User name).

Service Rep picker

       4. Enter the Owner of the desired service.

Owner - Contact picker

         This can also be done on the Order Action below.

      5. If desired, enter the Requestor's name. 

Requestor picker

      6. Next, enter a brief description.

Description field

Click the Save New button button. An Order number displays in the upper left-hand corner of the window.

Adding An Action

Next, add a Service Order Action.

  1. Click the Add button button.

       2. Set the Action as "Remove".

Action dropdown

       3. Select the Service for the Order.

Service Catalog picker

Selecting a Service

Next, choose the Service to Disconnect:

  1. If the Service Number in question is known, enter it into the Service ID field and hit enter.
  2. Enter the Service Number in one of the following ways:
    • Enter part of the Service ID in the field and press Enter.

                    Service picker

    • Click on the magnifying glass in the Service field and select the appropriate Service.
      Select a Service form
    • Add filters to the columns to shorten the list.
      Select a Service Filter form

3. Once the Service is selected, click the Save New button 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.
Choose a Service Desk Classification form
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.

.Disconnect Service with a Remove Action v2.1.4.7

Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242