(2024.2) Create an Add Locations Action

On PCR-360's Service Desk, Add Locations is used to add an additional Location to a Service.

Create an Order

The first step is to create a Service Desk Order.

1. Go 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. Next enter a brief description. 

Open

Description field

       7. Click  button.  An Order number will be generated in the upper left-hand corner of the window.

Adding an Action

Next, add a Service Desk Order Action.

1. Click the

   Open

   

   Add button

    button.

       2. Set the Action as "Add Location".

       3. Select the Service for the Order.

Ways to search for Services:

1. Next, choose the Service desired to Add Location:

       2. If the Service Number in question is known, it can be entered into the Service ID field and hit enter.

       3. Part of the Service ID can be entered into the field.

       4. The magnifying glass in the Service field will trigger a form for selecting the appropriate Service

       5. Filters can be added to the columns to shorten the list.

After Selecting a Service:

1. After selecting the service one of two things will happen.

• If a phone service is chosen that is not currently set to use multiple locations, the User will be prompted to allow multiple locations to be used on the service. Click "Yes" to continue, or "No" to choose another service. The "Location" field will be editable.

• If a phone service is chosen that currently supports multiple locations or has multiple locations associated with the service, the User will not be prompted. The "Location" field will be editable.

      2. Choose a Location.

         Note: Only phone services may have multiple locations.

     3. Click the  button.

     4. If there are any matching SDC's (Service Desk Classifications) 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) the User will now have an Action number next to the SD#.

Entering Workflow

At this point, if the Workflow is not populated from the Service Desk Classification, or an additional Workflow needs to be added, the User can enter it here.

1. Click on the

      2. Click the button.

      3. Enter a Workflow Number.

Note: A couple of things to remember about Workflow numbers.

• Workflows Numbers are used to order the items within it.

• Leaving a range of numbers available between Workflow Numbers simplifies things in case items need to be added later. It is recommended to use intervals of 100.

• Multiple WF items can have the same number. This is done when tasks can be performed concurrently.

1. Enter the Workgroup.

      2. If assigning the Workgroup to a specific person, select the Worker.

      3. If this WF item is ready to be worked, enter a Start Date.

          .

      4. Optionally, choose a Scheduled Date, and/or enter an Estimated Time to complete the workflow.

      5. Click the button.

Selecting GLA's

1. Click on the tab.

       2. Click the button.

       3. Click the  button.

       4. Choose the GLA that will get billed for this Services charges.

       6. Click the  button.