Register Requisition Incident via a Template
4 min
This functionality allows registering a requisition incident via a template.
Before getting started
It is 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 is 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 of the Ticket Management through the main menu Processes > Request and Incident Management > Service Request and Incident;
- Click on the button “Operations” located on the bottom right side of the screen, then click on the button “Register via template”. It will appear on the screen of templates with a list of templates;
- Select the template you want and you will be directed to the Ticket Registration screen with the fields completed as the template you have chosen. Complete the complementary information necessary;
- Click on the button “Operations” and then on the “Save” button to finish the register, in which the date, time, and the user will be recorded automatically for any eventual auditing.