Adding a standard order
Proceed as follows to add a standard order.
Procedure
1. Go to Standard orders.
The elements section displays the existing standard orders.
2. On the action panel, click Add.
The User business objects dialog box appears.
3. Select a relevant order type from the User business objects dialog box and click OK.
Based on the selected order type, a new standard order is created. This determines what order type the standard order will be, once it is applied: standard work order, standard request, standard reservation, standard PPM order and so on.
 | The order types you see in the list are configurable (user-defined). For more information, see Settings for the standard order business object. |
4. Select an initial status for the standard order in the User-defined status field.
5. Complete the other relevant fields in the data section.
For more information on the available fields, see the following table:
Field | Description |
|---|---|
General | |
Code | In this field, enter a relevant code for the new standard order. |
Order group | In this mandatory field, select the order group to which the standard order should be linked. This can be chosen from a pick list. |
User-defined type | This field specifies the standard order's initial user-defined order type. |
Status | In this mandatory field you must enter the standard order's initial status. When end users apply the standard order / request this status will be the initial status of the new order / request. |
Property | In this mandatory field, select a property from the pick list to link the standard order to a property. |
Reservation unit | In this field, you can select a reservation unit from the pick list to link the standard order to a department. |
Asset | In this field, you can select an asset from the pick list to link the standard order to an asset. |
Description | Enter a fitting description that is to be displayed on the new order / request when the standard order is applied. End users can modify this description as required. |
Priority | You can select a priority from a pick list to specify the term within which the standard order must be carried out. |
Department | In this field, you can select a department from the pick list to link the standard order to a department. |
Budget | In this field, select the budget to which the order costs should be booked. |
Assigned by | In this field, select the person for whom an order is completed (and who is charged for it). An option can be chosen from a pick list including all addresses of this type in the Contracts TSI. |
Trade | In this field, you can link the standard order to a specific trade, which can be selected from a pick list. |
Cost category | In this field, you can select a cost category from a pick list. |
Project | In this field you can select one of the available projects from a pick list. |
To be approved by | The person who must authorize the order. For this field a pick list is available, containing people from the Personnel TSI. |
SLA service | Use this field to link an SLA service to a standard request or a standard order. This is very useful because when creating a request or order, the correct SLA service is always completed based on a standard. |
SLA priority | Specify a number to search for an SLA. By specifying an SLA priority for the order, a specific SLA can be found via the SLA scope. |
Weighting | Specify a number to indicate the importance of the order. Based on the weighting, the completion time score and response time score are calculated. |
Display type | A display type is a specific set of data that the Planon administrator can choose to make visible for Planon ProCenter elements such as Orders, Properties, People, Contracts, Item groups and Assets. Click the button within this field to open the Display type pick list from which you can specify a display type for the selected user-defined business object. If the name of a user-defined business object is not displayed correctly in the Display type pick list, change the translation of the user-defined business object in Field Definer. |
Standard order links | |
Applicability user groups | Specify to which user groups the standard order applies. The options are: All, None or Specific. If you select Specific, you have to make the actual link to the user groups via the action menu. In Service Desk, only standard orders that are linked to the user group of the entered Internal requestor will be displayed. |
Applicability item groups | Specify to which item groups the standard order applies. The options are: All, None or Specific. If you select Specific, you have to make the actual link to the item groups via the action menu. In Service Desk, only standard orders that are linked to the item group of the entered Asset ID will be displayed. |
Applicability properties | Specify to which properties the standard order applies. The options are: All, None or Specific. If you select Specific, you have to make the actual link to the properties via the action menu. In Service Desk, only standard orders that are linked to the entered Property will be displayed. |
Applicability space categories | Specify to which space categories the standard order applies. The options are: All, None or Specific. If you select Specific, you have to make the actual link to the space categories via the action menu. In Service Desk, only standard orders that are linked to the space category of the entered Space will be displayed. |
User group detail | Displays all linked user groups if the Specific option is selected in the Applicability user groups field. This field will be empty, if All is selected in the Applicability user groups field. |
Asset group detail | Displays all linked asset groups if the Specific option is selected in the Applicability item groups field. This field will be empty, if All is selected in the Applicability item groups field. |
Property detail | Displays all linked properties in case the Specific option is selected in the Applicability properties field. This field will be empty, if All is selected in the Applicability properties field. |
Space category detail | Displays all linked space categories in case the Specific option is selected in the Applicability space categories field. This field will be empty, if All is selected in the Applicability space categories field. |
6. Click Save to save your standard order data.
| | Use the Priority matrix field, if you want to assign a priority matrix to a standard order. For details on this subject, see Priority matrices. |
Depending on your requirements, you might also want to add suborders to the new standard order (standard request, standard reservation, standard work order and so on). See Adding standard suborders.