Service Manager

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System Quick Actions

Action Menu Option

Action Taken

Add Internal Task

Creates a new task record for a change.

New Announcement

Creates an announcement in the Self-Service Portal.

New Incident from Change

Creates a new incident from a change. A new incident form appears with some fields filled in with default values and status set to active. The impact and urgency of the incident are copied from the values in the change form.

New Note

Creates a new note in the Activity History tab.

New PIR (post implementation review)

Creates a new post-implementation review.

New Problem from Change

Creates a new problem from a change. The application displays the new problem form with some fields filled in with default values. The status is set to logged.

Add Change

Opens a new request for change form, from where you can create a new request for change to link to the incident record.

Add CI Computer

Opens a new computer form, from where you can create a new computer record to link to the incident.

Add CI Printer

Opens a new printer form, from where you can create a new computer record to link to the incident.

Add Internal Task

Opens a new task form, from where you can create a new task for the incident record.

Add Inventory Item -- Unedfined Type

Opens a new undefined type form.

Add Notes

Opens a new note window, from where you can add a new note to link to the incident.

Add Problem

Opens a new problem form, from where you can create a new problem record to link to the incident.


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