Adding or changing Service Request specification attributes

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You can use the Specifications tab in the Service Request application to define a service request further, by classifying it and adding attributes to it. For example, a service request might involve the classification of a laptop, with attributes of memory, speed, disk space, and operating system, for which you can specify values. Attributes and their values help to categorize service requests, which makes it easier to find and manage Service Requests.  

Adding specification attributes to a Service Request

  1. Display the Service Request record to which you want to add specification attributes.
  2. Click the Specifications tab.
  3. In the Classifications field, click the Detail Menu icon and then Classify to select a classification path for the service request, or to reclassify it. The attributes associated with that classification appear in the Specifications table window.
  4. Click New Row.
  5. In the Attributes required field, enter an attribute or click the Select Value icon to retrieve a value.
  6. Repeat steps 4 and 5 for each attribute you want to add to the Service Request record.
  7. Click the Save Service Request icon. The system displays a message that confirms that the record has been saved.

If a classification or attribute that you want to associate with a Service Request is not in the Select Value list, you or your administrator can use the Classifications application to associate that classification or attribute with the Service Request record type. Once associated, the classification or attribute is displayed in the Select Value list for any service request record.

Changing specification attributes associated with a Service Request

  1. Display the Service Request record that has the specification attributes that you want to change.
  2. Click the Specifications tab.
  3. Complete one or both of the following steps:
    • Reclassify the Service Request from the Classification field to associate a new set of attributes with it. The attributes associated with that classification appear in the Specifications table window.
    • Add or change attributes in the Specifications table window.
  4. Click the Save Service Request icon.

Deleting specification attributes associated with a Service Request

You can delete a specification attribute from a Service Request. You might need security authorization to delete a specification attribute.

  1. Display the Service Request record that has the specification attribute that you want to delete.
  2. Click the Specifications tab.
  3. In the Specifications table window, find the row containing the attribute that you want to delete.
  4. At the end of the row, click the Mark Row for Delete icon. If you decide not to delete the row, click the Undo Delete icon .
  5. Repeat steps 4 and 5 for each row that you want to delete.
    Note: The attribute remains marked for delete until you click Save Service Request, at which time the system removes the attribute from the Service Request.