Performing actions on tasks

To add notes to a record

Add Note

In the Add Note window, perform the following actions:

1. Enter the note details.
2. (Optional) In the Duration field, enter the time that you have spent on the action for which you are adding a note.
3. Click Add.

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 Task 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 task record before and after saving a record.

Attach/View Files

In the Attach/View Files window, perform the following actions:

1. To select the file that you want to attach to the task, click Choose File.
2. Select the file that you want to add and click Open. The selected file is attached to the record.
3. To close the Attach/View Files window, click Close.

Note: In the Attach/View Files window, you can also view or delete the existing attachments.

Alternatively, you can also navigate to Record Details > Files > Attach File.

You can attach a maximum of 2 GB file size.

To interact with the client about the record

Email

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-tasks.

Not applicable

To close a record after it is resolved

Close

For more information, see Closing-tasks.

Not applicable

To close a record without filling in the details

Quick Close

Not applicable

Not applicable

To reopen a task if the resolution of the task did not complete the task and rework is required

Reopen

For more information, Reopening-tasks.

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

Print

In the new browser tab or window that is displayed, click Print This Page

Not applicable

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 check box, Date/Time, or Number type fields.

To view the configuration items that are linked to a record

CMDB Explorer

In the CMDB Explorer window, click a configuration item to view the detailed information.

• There is no limit on the number of CIs that you can link to a record; however, at a time, you can view only 150 linked CIs in the CMDB Explorer.
• Each time you click a record from the CMDB Explorer page, the record opens in a tab in the Remedyforce Console.

To view service targets linked to a record

Service Targets

For more information, see Viewing-service-or-operational-level-targets-for-a-record.

If there are applicable service targets, the Service Targets option is enabled only after you save the record and Remedyforce creates the service target transactions for the record.