Performing actions on service requests
This section provides information about the additional actions that you can perform on service requests by using the Actions and Agent Tools menus.
You can only view the options that your system administrator has configured for your profile.
- Click the Remedyforce Console tab.
- Click View > Service Requests.
- From the list of service requests, select the record on which you want to perform an action.
- On the Service Request Details form, from the Actions or Agent Tools menu, select the appropriate option.
For more information, see Actions menu options and Agent Tools menu options.
- Save the record.
Actions menu options
The following table lists the options that are available by default in the Actions menu for service requests. Your system administrator can add custom actions and configure the Actions menu options based on profiles.
|Goal||Select option||Additional steps to be performed||Notes|
|To add notes to a record|
For example, when clients call the service desk to provide updates about their requests, you can type these updates in a note and attach the notes to their records.
In the Add Note window, perform the following actions:
|Alternatively, you can also navigate to Record Details > Action History > New Note.|
|To add user-defined or system-defined actions to a record||New Action||In the Actions window, select the action that you want to add to the record. If you select the Notes action, a new browser window is displayed where you can enter additional notes.|
The actions that you select are displayed in the Action History section on the Record Details page.
Alternatively, you can also navigate to Record Details > Action History > New Action.
|To view the history of all actions that are performed on a record||View Action History||In the Incident History window, view the list of actions that are performed for the record. Select an action to view more details.||Alternatively, you can also navigate to Record Details > Action History > View Action History.|
To add an attachment to a record
Note: You can add attachments to a service request before and after saving a record.
In the Attach/View Files window, perform the following actions:
Note: In the Attach/View Files window, you can also view or delete the existing attachments.
Alternatively, you can also navigate to Record Details > Notes & Attachments > Attach File.
The size of an attachment cannot exceed 10 MB.
|To track the date and time when you have responded to a client||Responded||Not applicable||When you click Responded, the system date and time is updated in the Responded Date field.|
|To interact with the client about the record||For more information, see Using email conversation.||Not applicable|
|To request an approval for a record||Submit for Approval||For more information, see Submitting records for approval.||Alternatively, you can also navigate to Record Details > Approval History > Submit for Approval.|
|To create a record similar to an existing record||Clone||For more information, see Cloning service requests.||Not applicable|
|To close a record after it is resolved||Close||For more information, see Closing service requests.||Not applicable|
|To close a record without filling in the details||Quick Close||Not applicable||Not applicable|
|To reopen a record if a client raises a similar request again||Reopen||For more information, Reopening service requests.||Not applicable|
|To create a PDF file of the record details||Print to PDF||Not applicable||To add a specific field to the PDF output, contact your system administrator.|
|To print the record details||In the new browser tab or window that is displayed, click Print This Page||Not applicable|
Agent Tools menu options
The following table lists the options that are available by default in the Agent Tools menu for service requests. Your system administrator can configure the Agent Tools menu options based on profiles.
|Goal||Select option||Additional steps to be performed||Notes|
|To search for information to resolve a record||Knowledge Search||For more information, see Searching the knowledge base.||Performing a knowledge search does not search in fields of type Checkbox, Date/Time, or Number.|
|To create a knowledge article and link it to the record to resolve similar requests||Create Knowledge Articles||For more information, see Creating a knowledge article from a record.||The knowledge articles that you create are displayed in the Linked Knowledge Articles section.|
|To view the configuration items that are linked to a record||CI Explorer||In the CI Explorer window, click a configuration item to view the detailed information.|
|To perform actions on BMC Client Management devices that are linked to a record||CI Actions||Based on the version of BMC Client Management, the CI Actions window or Asset Core Actions menu is displayed. For more information about performing actions, see Accessing the BCM Actions menu.||The CI Actions option is enabled only if your system administrator has enabled the integration with BMC Client Management.|
|To search and link similar records||Service Request Matching||For more information, see Searching for matching service requests.||Not applicable|
|To use a suggested template to create a service request||Suggested Templates||For more information, see Creating a service request.||Not applicable|
To assign the record to a suggested owner
Note: You can assign a record to a user, queue, or to a member of the selected queue.
|Suggested Owners||For more information, see Changing the service request owner.||System administrators configure suggested owners based on required criteria. If there are no suggested staff members, suggested queues are displayed.|
|To view service targets linked to a record||Service Targets||For more information, see Viewing service targets for a record.||If there are applicable service targets, the Service Targets option is enabled only after you save the record and BMC Remedyforce creates the service target transactions for the record.|
|To order tasks and change requests||Incident Manifest||For more information, see Configuring the sequence of linked records in the manifest.||The manifest is available after you save a record. The manifest provides a tabular view of all the tasks and change requests that are linked to a record.|