Problems › Create a Problem › Create a Problem from the File Menu

Create a Problem from the File Menu

On the Service Desk tab, you can create a new problem from the File menu without using a template.

Note: If multi-tenancy is installed, select the appropriate tenant from the drop-down list. The public (shared) option creates the object for all tenants.

To create a new problem from the File menu:

1. On the Service Desk tab, select File, New Problem.

   The Create New Problem page displays.

2. Complete the fields as appropriate for the problem.

   See Problem Fields for field definitions.

3. Use the controls available on the tabs at the bottom of this page to process the problem as appropriate.

   See Problem Tabs for more information.

4. Click one of the following buttons:
   • Save -- Save the problem and close the window.
   • Create Change Order -- Opens the Create New Change Order window so you can create a change order ticket associated with this problem.
   • Cancel -- Close the window without saving any changes.
   • Reset -- Resets all fields to the last saved values.
   • Find Similar -- Opens the Find Similar page to search for similar problems.
   • Quick Profile -- Displays the contact information for the user entered in the Affected End User field.

     If you are creating a new problem, a list of available users appears. Select the user that is the Affected End User field.

   • Use Template -- Displays a list of available problem templates. Select the template you want to use for creating this problem.