Work Unit Form

CSM provides a read-only OOTB Work Unit form available in the CSM Desktop Client. The Form is comprised of three main areas:

  1. Default Form: Displays important at-a-glance information, such as Work Unit ID, Status bar (current and next Status), and to whom the Work Unit is assigned.
  2. Form Arrangement: Dynamically displays a tabbed collection of child Forms and records that are in a relationship with the Parent Work Unit form (example: Supplier Catalog Item, Agreement (OLA or UC), and Service Catalog Templates). See Managing Form Arrangements for more information.
  3. Form Area: Displays the main form fields. Specifics forms appear when relevant.
  4. Actions List: Dynamically displays a list of actions that are available for the current Work Unit.

Work Unit Form with Red Callouts