Running a Script from a Case or Work Order Using Related Actions

Access the Case Entry – Manage {Tab Name} form, Related Actions tab, or the Service Work Order – Manage {Work Order Name} form, Related Actions tab.

To run a script from a case or work order using Related Actions:

1. From a case, select Script from the available options, and then click Add.

   From a work order, click Add.

2. On the Select Script form, locate the scripts that are associated with the issue using the Script ID, Script Category, Script Name, and Visibility search fields.

3. Select the script that you want to run, and then click Select.

4. On Runtime for {Script Name}, the system prompts the user with the first question in the script.

5. Choose the answer, and click Next to move to the next question in the script.

   As the user progresses through the script, the system records the questions and answers on the left side of the form.

6. At any time during the script run, you can save the information; click the Save and Continue button.

   You can also save the script instance to run at a later time; click the Save for Later button.

7. When you reach the end of a script, the Last Question Message appears, and you can click Finish to save the script instance.