Register Requisition Incident via a Template
This functionality allows registering a requisition incident via a template.
Before getting started
It's necessary to previously register the group, unit, contract and portfolio with service and activities of request and incident.
Link contract to the service, group to the contract, unit to the contract, user to the unity and user to the group.
It's also necessary to have the requests and incidents linked to the service contract. Set the time of attendance of the activities of request and incident.
Register the templates to register a request using this functionality.
Procedure
- Access the functionality Ticket Management through the main menu Processes > Ticket Management > Ticket;
- Click on the button “Actions” located in the bottom right side of the screen, then click on the button “Register via template”. It will appear the screen of templates with a list of templates;
- Select the template you want and you'll be directed to the Ticket Registration screen with the fields completed as the template you have choose. Complete the complementary information necessary;
- Click on the button “Actions” and then on “Save” button.