| One-Step
|
Description/Actions
|
Associations
|
Executed From
|
| Blueprint
|
| Create Incidents
|
Create Incidents from Service Cart Items.
Once a Customer submits the Service Order,
CSM creates Incidents/Service Requests based on the information provided
in the Service Order, and then runs the In Progress
One-Step to change the Service Cart status to In Progress.
|
Service Cart
|
One-Step Manager, Submit button on the Portal My Service Cart Dashboard.
|
| Go to Cart
|
From the Summary form, the
One-Step takes the Customer to the Service Cart.
|
Service Cart
|
One-Step Manager, submission of the Service Order to the Service Cart
|
| Set Estimated Total Cost
|
Sets the Total Cost field in the Service Cart
based on the sum of all costs in the Service Order.
|
Service Cart
|
One-Step Manager, submission of the Service Order to the Service Cart
|
| Blueprint - Email Messages
|
| E-mail Reminder
|
Sends the Customer a reminder about Service
Carts that have not been submitted or committed for a technician (ex: The Cart
has been abandoned).
|
Service Cart
|
One-Step Manager, when the Service Cart exceeds the Service Cart Expiration
date (three days after the Service Cart has been created)
|
| Order Canceled
|
Sends the Customer a notification that the
Service Order has been canceled or the Service Cart has been abandoned.
|
Service Cart
|
One-Step Manager, when the Service Order has been canceled.
|
| Order Confirmation
|
Sends the Customer a notification with the
Service Order details, including Cart Item IDs, Total Cost, and Cart Item
Costs.
|
Service Cart
|
One-Step Manager, when the Service Order has been submitted.
|
| Blueprint - Status Actions
|
| Abandoned
|
Sets the status of the Service Cart to
Abandoned if the Cart remains in a New status for more than twice the number of
days specified in the Abandoned Cart Reminder Stored Value.
|
Service Cart
|
One-Step Manager, when the Service Cart exceeds twice the number of days
specified in the Abandoned Cart Reminder Stored Value.
|
| Canceled
|
Sets the status of the Service Cart to Canceled
if all Service Cart Items are canceled.
|
Service Cart
|
One-Step Manager, when all items in a Service Cart are canceled.
|
| Complete
|
Sets the status of the Service Cart to Complete
when all items in the Service Cart have been completed.
|
Service Cart
|
One-Step Manager, when all items in a Service Cart are complete.
|
| In Progress
|
Sets the status of the Service Cart to In
Progress when the items in the Cart have been submitted and Service Requests
have been created in
CSM for each Cart item.
|
Service Cart
|
One-Step Manager, when all items in the Service Cart have Service Requests.
|
| New
|
Sets the status of the Service Cart to New when
the Service Cart has been created.
|
Service Cart
|
One-Step Manager, when the Service Cart is first created.
|
| Submitted
|
Sets the status of the Service Cart to
Submitted when items in the Service Cart have been submitted as a Service Order
|
Service Cart
|
One-Step Manager, when the items in the Service Cart have been submitted as a
Service Order.
|
| Global
|
| Send E-mail to Customer
|
Sends an e-mail to the Customer who submitted
the Service Cart Order.
|
Service Cart
|
One-Step Manager
|
