Morning All! (from the cooooooooooooooooold Midwest!!! Brrrrrrr,,,) I'm attempting to set up a list of associated tasks that need to be used for certain types of tickets,, say for account management. These tickets will be entered into the Incident Management application. First,, do you think that's Best Practice; or should they go into the Change Management application?
If I'm going to use the Incident Management application, and I'm going to set up a template for tasks,,, is there a guideline on how to accomplish that? I've scanned the TMS.pdf guide several times, and I guess I'm just missing it.. There is a record in the Integration Configuration form for the HPD:HelpDesk and the docs say not to change it,,, OTB it's set to Minimal Task View. I added a new record setting it to Full Task View so now it's available for selection in the templates task area. The ones that are set to Full Task View also have an entry in the fields Relationship Form and Template Form. So,, do you know if I need to generate one of these or is there an auto generation feature? I can't find where it's spelled out very clear... I'm guessing I missed it somewhere, and I'm kind of under the gun to get something simple to show in just a few hours... Any help you all can provide would be awesome!!! Page numbers,, your experience,, best practice,, anything at all to point me in the right direction to be able to set up a simple set of tasks that can be created for the Incident Management form. OR if you think it's better to use the Change Management form, just let me know. I'm a total newbie to the applications,, and am trying to learn how they function... :) Thanks In Advance!!!! :) Mary Dollus generationE Technologies _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org ARSlist:"Where the Answers Are"
