Service Request - Characteristics specific to versions 2016 and earlier

Last modified on 2022/05/28 10:55

Failed to execute the [display] macro. Cause: [Cannot find section [HGraphicalInterface_2016AndPriorVersions] in document [wiki:Documentation.Service Manager - All Menus.Service Manager - Common Text - Specificities by Version.WebHome]]. Click on this message for details.

Open url.png See Service Request forms - latest version.

Menu access

Operation > Service Requests > Requests

Screens in the Service Request form

          Service request.png

          Service request tabs.png


Open url.png See the general principles for updating tabs.

Create a new item Delete an item or association with a related item

Click Add icon.png at the top of the tab

Fundamentals - Form - New wizard.png

Click Delete icon.png next to the row you want to delete

Fundamentals - Form - Delete wizard.png

Details tab


History of Actions: Information on successive actions performed to process the current object. They can be actions linked to a step in the workflow (e.g. incident processing), to a task (e.g. reminder for user), to a problem that enabled the solution of the object, actions modifying the target resolution date, e.g. modification of the SLA.
         Action History timeline.png

  • (1) To display the complete form of an action, click Edit form icon.png to open the form or click Display popup icon.png to open a popup window.
  • (2) To display the details of an action, e.g. Send Email, Assignment, Analysis & Resolution, click [+] in the Action cell.
  • (3) To display the exact date on which the action was performed, roll your mouse over the Work Order cell.
  • The target intervention date is displayed in the time zone of the logged-in user.
  • To view the total intervention time and the delay for a completed object, open the form and select the Solution tab which shows a summary of all successive actions.

    Color key for action rows

Color Action type Description
Action History table - Finish color.png Completed
  • Action whose actual start and end dates are specified.
Action History table - In progress color.png In Progress
  • Action whose actual start date is specified but whose actual end date is not specified.
Action History table - To do  color.png To Do
  • Action whose actual start and end dates are not specified.
  • Accessible via QuickDashboard - My actions counter.png in the Quick Dashboard.

    Contents of the table
    The table can be customized using the options below.
         Action History table - Options.png

  • (1) Filter: Used to select the action types to be displayed. Note: The display mode is specific to each user, regardless of the workstation used, and it is retained after logout.
    • Detailed View: No filter is applied to action types and all actions are displayed.
    • Compact View: Only actions associated with an action type authorizing its display are visible. Generally, these are action types like Send Email.
  • (2) Details: Note: The display is not retained after logout. The default choice is Hide All.
    • [+] Display All: Used to display all details for all actions, e.g. Send Email, Assignment, Analysis & Resolution.
    • [-] Hide All: Used to display only the row describing the actions, e.g. date, Support person, action type, duration.

Solution tab

Move the cursor over the SLA Target field to see a description of the SLA.


How to monitor the progress of a request (Front Office)

1. Click QuickDashboard FO - My Service requests counter.png in the Quick Dashboard or select Manage Service Requests in the menu.

2. Click Display popup icon.png to open the form.

Powered by XWiki © EasyVista 2022