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Before you can create projects, cases or standing orders, you must create a customer. You can find more information under: EN_Part 6: Masterdata |
3.1 Creating and managing projects
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Field | Description | Mandatory field |
Project | Name of a project | Yes |
Customer | Assigned customer of the project | Yes |
Responsible coordinator | Responisble coordinator of a project | JaNo /automatic |
Department | Department in which the project is implemented | Yes |
Project number | Number of a project | No |
Category | Category of a project | No |
Rank | Rank of a project | No |
Target state | Target state | No |
Project ID | Identification number of a project | Yes* |
Description | Description of a project | No |
Start | Beginning of the expected project period | No |
End | Ending of the expected project period | No |
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When creating a case, you also have the option of selecting an attachment and immediately creating a solution step. You can find further information under: Teil 3 Work | 3.2.3 Creating case with equipment and work step |
The following fields are available when creating a case:
Field | Description | Mandatory field |
Case | Name of a case | Yes |
Customer | Assigned customer of the case | Yes |
SLA | Service level | No |
Case ID | Identification number of a case | Yes * |
Work order category | Category of a work order | No |
Rank | Rank of a workorder | No |
Anrufer | Caller for the work order | No |
Target state | Target state of a workorder | No |
Date of occurence | Time when the problem has happened | No |
Description | Description of a work order | No |
Responsible Coordinator | Coordinator who is responsible for the order | Yes No / Automatic |
Department | Department in which the work order is carried out | No |
Category | Case category | No |
Priority | Priority level | No |
Phone | Phone number of a caller | No |
Address | Address field with search in Google Maps | Yes |
Name | Name of the order address (e.g. company, town, landmark) | Automatic |
Latitude/Longitude | Latitude/longitude of the order address | Automatic |
Address | Automatically filled formatted order address | Automatic |
Country | Automatically filled country of the order address | Automatic |
Additional Address Information | Additional information on the order address (e.g. entrance gate) | No |
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Field | Description | Mandatory field |
Standing order | Name of the standing order | Yes |
Customer | Assigned customer of the standing order | Yes |
Standing order ID | Identification number of the standing order | Yes* |
Standing order category | Category of the standing order | No |
Rank | Rank of the standing order | No |
Target status | Target status | No |
Accounting reference | Information or reference to accounting | No |
Description | Description of the standing order | No |
Responsible Coordinator responsible | Coordinator responsible for the standing order | YesNo / Automatic |
Departments | Department in which the standing order is to be executed | No |
Valid from | Start of the validity period | Yes |
Valid until | End of the validity period | Yes |
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