Update a fallout record

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Review the detailed information for a selected fallout record to verify that the information is correct and complete. You can change the fallout type, state, or priority. You can even assign it to a specific person to follow up on.

    Antes de Iniciar

    Role required: sn_fallout_mgmt.fallout_manager, sn_fallout_mgmt.fallout_agent

    Por Que e Quando Desempenhar Esta Tarefa

    If you have a fallout agent role, you can change the state of the fallout records, create work notes in them, or assign them to other users.

    Procedimento

    1. Navigate to  Workspaces > CSM/FSM Configurable Workspace .
    2. Select the List icon .
    3. Navigate to Fallouts > All.
      To view only those fallout records that are assigned to you, select My Fallouts.
    4. Select the fallout record you want to update.
    5. On the Fallout form, update the required fields.
      For information about field descriptions, see the Fallout workspace fields section in Fallout form fields.
    6. Select Save.