In the
CSM Desktop Client,
create a new Work Item, assign a user owner, and provide a title and
description for the Work Item.
To create a new Work Item:
- From the
CSM Desktop Client
toolbar, select
.
Note: Choose from the following Records: Incident, Problem, or
Change.
- Complete the Incident form.
- Select
New Work Item from the
Task tab in the form arrangement.
A new Work Item form opens with a unique ID and status of
New.
- Assign a user owner.
- Provide a
Title for the Work Item.
- Provide a
Description of the Work Item task.
- (Optional): Select the
Task is for a future date/time checkbox to
select a future date/time that the Work Item must be complete on.
- (Optional): Select the
Track time spent checkbox to require the owner
to log time spent resolving the Work Item.
- Click
Save.
An email is automatically sent to the Work Item owner, notifying
the user that a Work Item has been assigned to them. Once the owner begins work
on the Task, the status of the Work Item moves to either
Acknowledge or
In Progress. The parent record cannot be closed until all
associated Tasks have been completed.