SDM-DesignTracker 5.0 User Guide - MKS

Create Design Request Task Variations
You can also create a design request from either an SDM-SupportCenter call or an
existing service request. Neither the call nor the service request can be used on more
than one design request. The next task creates a design request from an existing
service request.
To create a design request from a
SupportCenter call or service request:
1. From the SDM-DesignTracker Menu, type option 1 and press ENTER
to display the Work with Design Requests panel, or type Work with
Design Requests command DTWRKDR at the command line.
2. On the Work with Design Requests panel, type 1 in the Opt field to
display the Create Design Request panel.
3. On the Create Design Request panel, press F7=Select SR to display the
Select Service Request to Attach panel.
Note: The F7=Select SR function is only available in create mode.
4. Select the request by typing 1 in the Opt field and pressing ENTER.
Any fields from the service request overwrite identical fields on the
design request.
5. On the Confirmation Selection of Service Request to Attach panel,
press ENTER. The Create Design Request panel redisplays with the
information from the service request filled in on the design request.
In the Create Design Request panel, the title of the design request is the
only required information. Other fields which are helpful are: priority,
status, development resource, project creation rule (if SDM-
ProjectMaster is installed), and the requester company (division or
department) and contact.
6. Press ENTER once you have completed your edits. The Work with
Design Requests panel redisplays.
To copy a design request record:
You can also use the copy feature to copy the information from an existing request to
create a new request.
1. From the SDM-DesignTracker Menu, type option 1 and press ENTER
to display the Work with Design Requests panel, or type the Work with
Design Requests command DTWRKDR at the command line.
2. Type 3 in the Opt field of the request you want to copy and press
ENTER to display the Create Design Request panel.
3. Change the title of the selected request to reflect the meaning of the new
request. The remaining fields can be left to default to the values of the
original request, or you can change the field values to better reflect the
requirements of the new request.
4. Press ENTER when you complete your changes to update the new
request record. The Work with Design Requests panel redisplays.
CHAPTER 4 WORKING WITH SERVICE REQUESTS AND DESIGN REQUESTS • 77