Problems › Create a Problem › Create a Problem Using Quick Profile

Create a Problem Using Quick Profile

You can use the Quick Profile to identify a contact to be the affected end user of your new problem. The Quick Profile allows you to search for a contact, and view a history of the issues, requests, change orders, incidents, and problems assigned to that contact. Once you have identified a contact, you can create the new problem directly from the Quick Profile.

To create a new problem using the Quick Profile

1. On the Service Desk tab, select View, Quick Profile.

   The Quick Profile Contact Search window opens.

2. (Optional) Complete one or more of the filter fields to list only the contacts of interest.
3. Click Search.

   The Quick Profile Contact List displays the contacts that match your search criteria.

4. Select a contact to be the affected end user of the problem ticket.

   The Contact pane displays contact information and the ticket history for the contact.

5. In the Scratchpad pane, do the following:
   1. Enter a description for the new record in the Scratchpad field.
   2. Select Problem from the Type drop-down list.
   3. (Optional) Enter a Template name for the new record. You can enter a value directly or click the search icon to search for a defined template.
6. Click New.

   The Create New Problem window opens, displaying the information you entered in the Scratchpad.

7. Complete the empty fields as appropriate.

   See Problem Fields for field definitions.

8. 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.

9. 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.

See Also

Contact Search Fields