16 Processes
Portfolio and Catalog

Implementing the way of Sending E-mail to Reclassified Ticket

3min

This document allows implementing the way of sending e-mails to the reclassified ticket, thus the reclassified tickets will have their own template of e-mail to be sent to the requester.

Therefore, the reclassification can be done in the portfolio and not only in the flow.

In the portfolio is informed the reclassification e-mail template of an incident or request.

Before getting started

It is necessary to have registered the reclassification e-mail template and have to be of type incident or request.

Procedure

  1. Access the functionality through the main menu Processes > Portfolio and Catalog Management > Portfolio;
  2. Choose the portfolio and click on "Advance";
  3. Choose the service and click on "Advance";
  4. Click on the "Contracts" tab ;
  5. Choose the contract and click on "Advance";
  6. Choose the "Requests" or the "Incidents" tab;
  7. Choose the activity and click on "Edit";
  8. In the field "Template of E-mail Reclassification", choose the template previously registered;
  9. Click on "Save".

What to do next

Access the ticket you want and make the reclassification.