Show TOC

Procedure documentationCreating Service Requests as a Dispatcher or Processor

Procedure

  1. In the navigation area in the WebClient UI, under Create, choose Service Request.

    The Select Transaction Type dialog box opens.

  2. 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.

  3. In the Details assignment block, in the Description field, enter a meaningful description of the service request.

  4. In the Reported by field, enter the name of the person requesting the service.

  5. Choose the priority from the value help. You can also use the Impact and Urgency. The system determines the priority from these fields.

  6. 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.

  7. In the Text assignment block, enter a description of the requested service.

  8. Depending on the category, in the Service Request assignment block, enter more information about the service request.

  9. 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.

  10. To display the actions that are part of the service request, check the entries in the Scheduled Actions assignment block.

  11. Save your entries.