WiscIT - How to Run a One-Step

This document describes how to run a one-step in both the desktop and web versions of cherwell.

Run One-Step for One Record

  1. Open up the one-step manager. For information on how to do this, see WiscIT - Accessing the One-Step Manager
  2. Once in the one-step manager, select the desired one step from the list of one-steps. Then, click the run button in the top left.
  3. Note: For information on how to navigate the folder structure to find a one-step, see WiscIT - Folder Explanation in Cherwell
  4. example of running a one step in the desktop client

Run One-Step for A Group of Records

One-Steps can also be run on a group of incidents. This is done by generating a list of incident results from a search, finding the one-step in the manager, and then right clicking and selecting "Run for Group". The one-step will run on each incident in list.

One-Steps can also be run for a set search, which can affect a large number of records. If you want to configure this, please contact the WiscIT Admins at wiscit@doit.wisc.edu.

  1. Open up the one-step manager. For information on how to do this, see WiscIT - Accessing the One-Step Manager
  2. Once in the one-step manager, find the desired one-step in the list of one-steps. Then, double click on the one-step to run it.
  3. example of running a one step with the web client
  4. Note: To find a desired folder while using the web client, first click on the One-Step Actions Home when in the one-step manager to show the different folders to choose from. From there, you can open up sub-folders to find a one-step. For information on how to navigate the folder structure to find a one-step, see WiscIT - Folder Explanation in Cherwell
  5. Onestepactionshome.png

See Also:




Keywords:running web desktop cherwell onestep one step manager group records incidents tickets automate faster process automatic handle   Doc ID:92216
Owner:Bailey C.Group:WiscIT - Wisconsin IT Service Manager
Created:2019-06-05 15:53 CSTUpdated:2019-11-12 07:53 CST
Sites:DoIT Help Desk, DoIT Staff, DoIT Tech Store, WiscIT - Wisconsin IT Service Manager
Feedback:  0   0