Quick Incident Creation

You can quickly specify a simple list of information to create an incident on the Incident Quick Create form:

  1. Specify the incident Owner, which is the partner responsible for resolving the incident. The SSR defaults to the partner ID of the user who is logging the incident. If this is a multi-site environment, specify the site (location) of the SSR and Owner.
  2. Specify a Priority Code for the incident.

    For more information, see Setting Up Priority Codes that Establish Response Times for Incidents.

  3. Specify a Status Code or use the default value from the Service Parameters form.
  4. Specify the Customer ID, Name, and Ship To address. It the customer exists, you can select this information from the drop-down menu.
  5. Optionally, specify the Unit and/or Item the incident relates to.
  6. Specify the name, email address, and phone number of the Contact. If the contact exists, you can select this information from the drop-down menu.
  7. Specify a General Reason and Specific Reason, to classify the incident. These reasons are defined on the Service Reasons form.
  8. Specify any Notes about the incident.
  9. Click OK to save your changes, or Cancel to exit the form without saving. If you need to immediately add more information about the incident, click OK And Open Inc Form.

Later, you can update and maintain the incident on the Incidents form.

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