The Requester field is automatically populated, while you have to fill out the others manually. Description and Subject is mandatory. Category can be set as mandatory through the administrator settings.
Requester
Pureservice automatically populates the Requester field with the name of the logged in user. If you need to switch the requester, you can easily replace him/her by searching for another existing user, or by creating a new one.
Existing user
New user
Clicking the “+” in the user search bar opens a new modal window where you can enter the necessary contact information to create a new user.
Description
It is important that you describe what the change request is about. Fill in suitable information in the description area.
There is a tool line at the bottom, with the following functions:
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Subject
The content in the subject field is the same as in the subject column in the change list, and is supposed to give a short summary of the description.
Category
You can select a category in one of two ways: either by choosing one from the drop-down menu, or by searching for the category name. Setting a category is not mandatory in order to create a change unless this is chosen through administrator settings.
Attachment
Attachments can be added by clicking Upload file. Multiple attachments can be added.
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