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Deploy a Risk Survey Example

This example demonstrates how to deploy a default risk survey on your system using a default change category.

  1. Navigate to Service Desk, Change Orders, Categories.

    The Change Category List appears.

  2. Select Add.IT.Other from the Symbol column.

    The Add.IT.Other Category detail page appears.

  3. Click Edit.

    The Add.IT.Other Update Change Category page appears.

  4. Click Risk Survey.

    The Risk Survey Template Search appears.

  5. Search for the risk survey. In this example, search for General and select the risk survey to add it to the detail form.

    The Risk Survey field populates with General.

  6. Save and close the window.

If a user creates a change order using the Add.IT.Other category, the Risk Survey button will appear when they save the change order.