How To Raise Service Request
How To Raise Service Request
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crm_ui_start/default.htm
Step 2:- Fill the User ID and Password to login to Solution Manager Portal
Step 3:- Once you Login to Solution Manager you will see the following screen. Bottom of the screen
shows you will see the incident created by the users. Left side of the screen show you Incident
Management Create option for Incident Management, Service Request…and Recent Items which have
been created.
Step 4:- Click On Create Service Request, we get the following screen
Step 5:- In general data we have to fill the following fields
1. Level 1:- Choose what type of problems/Issue are like if it is Incident then choose Incident or if it
is change request then choose Change. This Categorization will be used during the report
extraction of Incident/Change Request.
2. Level 2/Level 3 and Level 4 will be the sub category which depends on the previous level field
selection.
3. Solution Category will give you exact category of incident
1. Status: - This shows the status of the request. New status will come by default when the
request is new. You will find some other options in this field. If it is assigned to consultant then
consultant will change the request to In Progress, Customer action , withdrawn, Solution
Proposed
2. Impact:- Choose this filed as per business requirement, Options “Very
High/High/Medium/Low/None”
3. Urgency:- Choose this filed also as per the business requirement, Options “Emergency/Very
High/High/Medium/Low
Step 8:- In Text/Description area- Note down in details about the problems/Incidents
Step 9:- If there is any attachment which need to be attach with the incident then click on the attach
option in the incident it opens a pop-up which provide us option to attach the attachment from
frontend. Once selection is done then click on attach button to attach the attachment to the incident.
Step 10:- Once all the things have been filled then click on save options to save the incident/Change
Request. It will generate one unique number for the incident created.