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

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

Before you begin

Roles required: itil, wm_admin, and sn_change_write

About this task

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.

Procedure

1. Log in to the CSM Configurable Workspace.
2. Click the 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.

Result

A work order is created successfully from the incident.