Details Tab
To successfully create a Service Request, the Request must be profiled
by completing the Request Type, Classification and Description details.
Within the Details tab there is also the option to select any relevant
Quick Call Templates that have been configured for the Item Type assigned
to the Request.
Entering a Request Description
To profile the Request:
Define
the Request Type
The New Service Request option is locked in if there are no Quick Call
templates available for the Item or Process.
Select
a Classification
If multiple Items are assigned to the Request, the option to assign
a specific Classification for each Item Request is provided.
Complete
any required customized fields
Define
the Subject content, if desired or required
(The Subject field can be set as a required field by the Administrator
in the Setup>Privileges>User tab.)
Enter
all relevant information within the Description field
This is a mandatory field.
Click Done to enter
the new Request into the database.
When a Request is submitted successfully, the Request Summary
Tab is displayed. If the Force Analysis functionality is
enabled in the application's Setup, the system will move to the Analysis Tab.
Request Subject
It is recommended that a summary be included in the Subject field, as
the details recorded in the Subject field are displayed in scroll-over
summaries throughout the application. For example, when a new Request
is being entered for a Customer, a Recent Customer Requests list is displayed
during the Request creation process for all Items the Customer owns either
directly or via shared ownership. The Requests list includes a scroll-over
summary where Subject content is displayed, if the Subject is completed
for a Request. Subject information can also be included within a column
in the List View, for a quick glance summary of a Request.
