Adding communication logs

Core TSIs : Work Orders : Communication logs : Adding communication logs

Communication logs are a record of messages sent or received pertaining to an order. These communication logs provide useful information and data that you want to communicate with people on your distribution list so as to add clarity to the details of an order.

Procedure

1. Go to Orders.

2. Select an order to which you want to add the communication log.

3. On the action panel, click Add communication log.
The Add Communication log dialog box appears.

If there are multiple user-defined communication logs available, use the drop-down to select a specific user-defined communication log.

In order to be able to select a user-defined communication log in the drop-down list of the communication log pop-up, a layout must be defined for the communication log, with Yes selected at the For use in pop-up option and the Add action present on the layout.

For more information on adding actions to a layout, see Layouts .

4. In the Information section, type the message you want to communicate.

5. Click OK.

At the Order details > Communication logs - orders step, you can view the already added communication logs of an order or add new communication logs. For information on the fields, see Communication logs fields.