Manage Priority
  • 04 Sep 2023
  • 3 Minutes to read
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Manage Priority

  • PDF

Article summary

Managing priority is crucial when configuring a work order in IT Service Management (ITSM) for several compelling reasons. Firstly, prioritization ensures that limited resources are allocated effectively; high-priority work orders receive immediate attention, preventing critical disruptions to business operations. Secondly, adhering to defined priorities helps meet Service Level Agreements (SLAs) and customer expectations, as it ensures that response and resolution times align with the urgency of the issue. Additionally, prioritizing work orders aids in cost management by focusing resources on issues that matter most, minimizing unnecessary expenditures on lower-priority tasks. This process also promotes better risk management, as high-priority incidents often have the potential to escalate if left unaddressed. Ultimately, managing priority in ITSM enhances efficiency, customer satisfaction, and overall service quality by guiding IT teams in delivering timely and effective solutions where they are needed most.

Using the following widgets the Priority of a work order can be managed:

View

The view widget on the work order Priority list page offers a comprehensive snapshot of an application. This widget presents a structured display that allows users to review details such as names, descriptions, and associated attributes. By providing an organized and user-friendly interface, the view widget simplifies understanding and managing Priorities in a work order. Additionally, the view widget aids in maintaining a standardized approach to using resolution codes across the organization, thereby improving consistency and data-driven decision-making.

Filter

Filters allow users to quickly locate specific Priorities based on criteria such as names, descriptions, or associated attributes. With a large number of Priorities, filters help users manage and organize them effectively. Filters enable users to create customized views of Priorities based on their roles or preferences, reducing visual clutter and enhancing usability.

To add a new Filter, perform the following steps:

  1. Navigate to  Home > User Dashboard.

  2. Select Application.

    Role selection dropdown list is displayed.

  3. Select Administrator.

    The modules page is displayed.

  4. Select Work Order.

  5. Navigate to Configurations > WO SLA Configs > Priority. 

    A list of  Priorities is displayed.

  6.  Select View.
    A list of views and an option to add a new view is displayed.

  7.  Click Add New View.
    An option to add a new filter is displayed.

  8.  Click Add Filter.
    Filter list is displayed.

  9.  Select the Filter element.
    Choose the conditional operator for the filter element.

  10.  Click Apply.
    The filtered list is displayed on the Priority list.

  11.  Select Save as New View.
    Define the view using a new name.

  12. Enter View Name.

  13.  Click Save.
IconDescription
Indicates Filter icon, if a number is pinned to the icon, it represents the count of filters applied. 
Indicates Pencil icon, that allows to edit the Filter on the View list.
Indicates the Delete icon, which deletes the view. Upon deleting the following pop-up message is displayed.
Click Delete.
Figure: Delete View

Search

The search widget on the work order Priority list page enhances accessibility and efficiency in managing Priority within an Application. This widget allows users to locate the specific Priority by entering keywords,  names, or relevant attributes. By providing quick access to targeted information, the search widget streamlines the process of associating the correct Priority with the work order, contributing to accurate effective problem-solving. It also aids in analyzing trends, ensuring consistency, and maintaining an organized repository for improved service quality and operational excellence.

The search icon  option allows you to search for the relevant details from the list.

Export

The Export to Excel widget on the work order Priority list page is a powerful tool within an application. This widget empowers users to extract the displayed Priority data into an Excel spreadsheet format, enabling in-depth analysis and manipulation. By exporting to Excel, users can conduct thorough data examination, create custom reports, and perform trend analysis. This functionality enhances data-driven decision-making and supports reporting needs by providing a structured and versatile format for the information. Ultimately, the export to Excel widget contributes to improved data management, efficiency, and insight generation within the organization.

To export the list items to an Excel, perform the following steps:

  1. Click Export Icon .
    The Export to Excel option is displayed.

  2.  Click Export to Excel.
    Options for exporting the data are displayed.

  3.  Choose an option between Export Current Page or Export All.

  4.  The exported file is saved to your system.

Edit

Editing configured Priority for a work order from the list is highly advantageous within an application. This functionality empowers administrators to modify and refine Priority based on evolving needs and emerging trends. By offering the ability to edit, organizations can ensure that their Priorities of work order remain accurate and aligned with current practices, enhancing the precision and problem-solving processes. This feature also enables continuous improvement by adapting to changing scenarios and optimizing their relevance, ultimately leading to better categorization, improved reporting, and enhanced decision-making throughout the application's lifecycle.

To edit a Priority, perform the following steps:

  1. Navigate to  Home > User Dashboard.

  2. Select Application.
    Role selection dropdown list is displayed.

  3. Select Administrator.

  4. Select Work Order as a module.

  5. Navigate to Configurations > WO SLA Configs > Priority.

  6. Select WO Priority.
    Configuration page is displayed.

  7. Make the required changes.

  8. Click Save.

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