Create a work order from incident record in the CSM Configurable Workspace

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a work order directly from the incident record using the CSM Configurable Workspace.

    Vorbereitungen

    Roles required: itil, wm_admin, and sn_change_write

    Warum und wann dieser Vorgang ausgeführt wird

    An incident record can accommodate only one work order at a time. You can create another work order for an incident record only if an existing work order is canceled.

    Prozedur

    1. Log in to the CSM Configurable Workspace.
    2. Click the List icon (List icon.).
    3. In the Lists panel, navigate to Incident > All
    4. Open an incident record for which you want to create a work order.
    5. Click Create Work Order.

    Ergebnisse

    A work order is created successfully from the incident.