How To Modify Or Create Templates In Rootstock For Work Orders?

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Creating work orders

While creating a piece of work society, you can allocate the work club every bitGeneral orProjection to narrow the scope of work orders shown in the Piece of work Guild console. For case, you lot tin can fix a filter to show only Project work orders, and then articulate the filter to show all. If you set a preference for Project work orders, then you only run across Project work orders every fourth dimension you open the Work Order console.

When you create a new work order, you record the client's name and company, and a summary of the work to be washed. The piece of work order ID is automatically generated past the organisation. T he initial status of the piece of work order is prepare toAssigned. To move the work guild from Assigned condition to its side by side condition, you must enter information in the required fields. For more information, see Assigning and reassigning piece of work orders and Work order status transitions.

How to use a piece of work gild template

You tin create standard work orders apace and efficiently by using Work order templates. Work social club templates are created by the administrator, as explained in Configuring the Work Order form and templates. Work lodge templates are useful in whatsoever piece of work order that follows well-defined methods for specific and repeated requirements, for example, Install, Movement, Add, and Alter (IMAC). New and occasional users to piece of work orders should find work order templates very helpful. Piece of work club templates do more than but fill up out fields for you; they tin too include tasks with the work guild.

Consider these points before using a piece of work order template:

• Y'all can apply a work society template while creating a new work club, before the work social club is saved.
• You lot can select a work order template only once for each work order.
• The template overwrites whatever field values and tasks that you accept already filled in or created in the work order.
• If the work lodge already includes relationships, these are not overwritten. Additional relationships from the template are added to the work order.
• Whatever information that you enter in the Notes field is not overwritten.

Thebusiness service selected by a requester in response to a question takes precedence over a business service specified in a Piece of work Order template or in the service request definition (SRD) that automatically generates a piece of work society.

How to categorize work orders

Use the Categorization tab to record which products and services are affected by the piece of work order.

Operational and Product categorizations are not configured and shipped for work orders. Yous must modify the records in the Operational Itemize Setup and Production Catalog Setup forms if you intend to employ them with work orders. For more than information, see Configuring product catalog information .

To create a piece of work order without a template

1. On the IT Home Page, selectService Asking Management > New Work Social club.
   If you are working in a Hub and Spoke surround, yous are asked to identify the company you are creating the record for. Select the company from the list, and so click Create. The work order form opens on the spoke server of the company you chose.
2. On the New Work Order course, select the company.
3. In theClient field, enter the name of the client.
   If the customer record uses the VIP or the Sensitive flag, this information appears in reddish after the Client field label.
4. (Optional) In the Contact field, enter the proper noun of the contact person for the work guild.
5. In theSummary field, enter a cursory description.
6. (Optional) In the Notes field, enter the work order details.
7. In the Work Lodge Type field, enter a type (for instance, General).
8. In the Request Manager section, select values for Support Group Name and Request Managing director.
   You exercise not demand to enter values if the assignments are already set unless you want to change them and you have the permissions to do so. See Assigning and reassigning piece of work orders.
9. (Optional) In the Service field, select a service configuration item (CI) to relate to the work order.
   You can enter part of the service name in the field to see a list of matches.To view the service details, click the CI  icon located side by side to the Service  field; to view the service context details for a business organisation service, click the Service Context  icon located adjacent to the CI icon.
10. (Optional) Select the Priority to identify the importance you (as back up staff) assign to the work gild.
    The default value is Low.
11. (Optional) Click the Categorization tab and enter information virtually the Operational and Product categorizations.
    The Location Information is populated from theCustomer field.
12. Click Save.

To create a work society with a template

1. On the It Dwelling house Page, selectService Asking Management > New Work Order.
2. In theTemplate field, commencement entering the name of a template to see suggestions.
   Template names are case-sensitive.
   If yous practise non know the template name, click theSearch icon to notice available templates.
3. (Optional) In the Available Templates dialog box, click the name of a template and clickView to examine the contents.
   Viewing a template enables yous to see its assignments, its task and job group templates, and other features.
   Close the preview dialog box when yous are finished viewing the template.
4. In the Available Templates dialog box, click the name of a template andclickSelect Template.
   The contents of the template are practical to the work order.

To create a work order by using email

You must have Service Request Principal, SRM User, or SRM Submitter permission to create a work order request by using an e-mail. The following procedure provides only full general information for creating a piece of work order past using an email. If your email feature is configured differently, contact your administrator. For more data virtually configuring the Electronic mail Rule Engine , see Configuring the Email Rule Engine  in BMC Helix ITSM documentation.

1. Open your email editor and create a new electronic mail message.
2. In theTo field, enter the e-mail business relationship that is registered with the Email Engine to receive and generate application requests.
3. Complete theSubject area field and the body text of the email according to the rules configured by your system administrator.
   If global rules are used and no custom rules are defined, addWO: in theSubject field. Check with your arrangement administrator for defined custom rules.

4. If y'all have an attachment, add information technology to the electronic mail message.
   The system adds attachments to the Work Data grade. If you add multiple attachments, the system creates a nada file and adds it to the Work Data course.

5. ClickSend.
   If BMC Helix Automation is configured for your email arrangement, a relevant template is applied to the work order. Also, if your e-mail organisation is configured to send acknowledgments, you lot receive a confirmation message containing the work order ID.

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How To Modify Or Create Templates In Rootstock For Work Orders?,

Source: https://docs.bmc.com/docs/srm2102/creating-work-orders-973910351.html

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