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Procedure documentationEditing Job Scheduling Incidents

 

In an incident that is linked to a job request, you create new job documentation or assign existing job documentation so that the new job can be scheduled from the job documentation.

Procedure

  1. Open the incident in the WebClient UI.

    • From the Job Management work center:

      1. Choose the Job Requests view.

      2. Find the job request you want to edit.

      3. Click the link in the CRM Document column of the job request.

    • From the WebClient UI:

      1. Choose Start of the navigation path IT Service Management Next navigation step Incidents End of the navigation path.

      2. Search for and open the relevant incident.

  2. Set the status and processor.

    1. Choose Edit, and then set the status to In Process.

    2. Make sure that your business partner is entered in the Processor field.

    3. Save your entries.

  3. Scroll down to the Job Scheduling Management assignment block, and choose Edit.

    Note Note

    If the Job Scheduling Management assignment block is not displayed, choose Personalize to add it.

    End of the note.

  4. Create new job documentation or assign existing job documentation to the incident.

    • To create new job documentation for the job request, choose Create Job Documentation.

      The system automatically copies the data from the job request to the job documentation, and the job documentation appears in the list, together with the job request.

    • To assign existing job documentation, choose Assign Job Documentation, and then select the job documentation.

      The selected job documentation appears in the list, together with the job request.

  5. To compare the job request with the assigned job documentation, choose Compare.

  6. To copy data from the job request to the job documentation, choose Copy Data.

  7. Edit the job documentation further, if necessary.

    You can open the job documentation for editing by clicking the link in the ID column.

Result

The job documentation is assigned to the job request, and has the correct job data. The requested job can now be scheduled from the job documentation. For more information, see Scheduling Jobs with Job Documentation.