You can quickly specify a simple list of information to create an incident
on the Incident Quick Create form:
-
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.
-
Specify a Priority Code for the
incident.
-
Specify a Status Code or use the
default value from the Service Parameters
form.
-
Specify the Customer ID, Name,
and Ship To address. It the customer
exists, you can select this information from the drop-down menu.
-
Optionally, specify the Unit and/or
Item the incident relates to.
-
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.
-
Specify a General Reason and Specific Reason, to classify the incident.
These reasons are defined on the Service Reasons
form.
-
Specify any Notes about the incident.
-
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.