Create a new request record from an incident

ITHelpCenter is based on activities and service models, in those: steps, working groups, attention time, escalation type, possible results, among others are defined. While a new case is beign created, ITHC automatically decides which model and SLA will be assigned according to defined rules.

1. Log into the ITHelpCenter portal. From the main menu, select Case Management > Console.
   In the case grid, select a case and double click on that record or click on the Resolve button.
   The case attention window will open. See How to solve an Incident
   
   
2. In the case attention window go to Activities tab.
   
   
   
   There're two ways to create new problem records from an incident:
   
   
   1. From the Model
   2. Outside the Model
      
      
      

1. Click on the Start button next to the General Request Fulfillment. The New activity window will open:
   In this window enter the basic data of the new request fulfillment record. The Step, Comment and Guide fields may already be filled in according to the service model configuration. Optionally enter Description.
   Click on Accept button to save.
   
   
   
   
2. After saving, the window for adding relations with other cases will open. See How to use Link cases tool

   ×

   
   
   1. Current Incident case and its Category will be pre selected.
      Fill in the fields:
      
   2. Relationship type: to define the type of relationship.
   3. Enter the Title(Subject) and Description of the relationship between cases. Enter the Title(Subject) and Description of the relationship between cases.
      
      
      
      
      
      
3. Click on Accept button to save. A window with the list of existing relationships will open. If necessary, select the current relationship to edit or create a new relationship.
   
   
   
   
4. Once the relationships are created, the form to create the new request record will open.
   By default it'll have the same category and detail of the incident selected, modify to create the new request.
   
   
   
   After request record is created, the Activities info will be updated:
   
   
   
   
   

1. Click on the New button. The New activity window will open: In this window enter the basic data of the new request record: Step, Comment, Guide and Description. Click on Accept button to save.
   
   
2. After saving, the window for adding relations with other cases will open. See How to use Link cases tool

   ×

   
   
   1. Current incident case and its Category will be pre selected.
      Fill in the fields:
      
   2. Relationship type: to define the type of relationship.
   3. Enter the Title(Subject) and Description of the relationship between cases. Enter the Title(Subject) and Description of the relationship between cases.
      
      
      
      
3. Click on Accept button to save. A window with the list of existing relationships will open. If necessary, select the current relationship to edit or create a new relationship.
   
   
4. Once the relationships are created, the form to create a new case will open. By default it'll have the same category and detail of the incident selected, modify to create the new case.
   
   See How to create a new incident record
   See How to create a new problem record
   
   After request record is created, the Activities info will be updated: