In the navigation area in the WebClient UI, under Create
, choose Service Request
.
The Select Transaction Type
dialog box opens.
Choose the transaction type.
Whether you have to select a transaction type depends on how your system is configured. Ask the person responsible for your system about the customer transaction types available.
In the Details
assignment block, in the Description
field, enter a meaningful description of the service request.
In the Reported by
field, enter the name of the person requesting the service.
Choose the priority from the value help. You can also use the Impact
and Urgency
. The system determines the priority from these fields.
Specify a service request category under Category
.
Depending on the category, you can choose subcategories to be more precise.
Solution Category
denotes the type of solution that is provided.
In the Text
assignment block, enter a description of the requested service.
Depending on the category, in the Service Request
assignment block, enter more information about the service request.
To specify the correct schema and deadlines, check the entries in the Service Level Agreement
assignment block.
The service level also depends on the service product that the service request is based on. The service product is displayed in the Details
assignment block under Reference Objects
.
To display the actions that are part of the service request, check the entries in the Scheduled Actions
assignment block.
Save your entries.