Create a Work Item

To create a work item:

1.

From the menu, select Create Work Item.

The Create Work Item page opens.

2.

From the Item Type drop-down list, select the type of work item you want to create.

3.

From the Subtype drop-down list, select the subtype you want to create.

If you don't need to use a subtype, leave the Subtype field blank.

4.

(Optional) If you want to add this new work item to your watch list, select Add to Watchlist.

5.

Click Next.

Note: The Recent field lists recently used item type/subtype combinations. You can click one of the links in the Recent field to select an item type and subtype without selecting them individually from the drop-down lists. When you select a link from the Recent field, you don't need to click Next.

6.

In the new work item, fill in the applicable fields with the appropriate information.

7.

Click Create.

Note: The Create button is not available until values are added to all of the required fields. Required fields are displayed with a yellow background and a red asterisk on the field name.

XTRAC assigns a work item number and displays it at the top of the work item page.

Prefilled Work Item Fields

When you enter a value in the Account Number field while creating a work item, the button is displayed. Click to prefill applicable work item fields (such as Customer ID, First Name, Last Name, and so on).

Note: Make sure you enter a valid account number. If the account number you enter is not found, the following message displays:

Work item could not be integrated. No matching Account Number found. Please enter a different account number and try again.

Buttons and Fields

Item	Descriptions
	Copies the work item number to the Windows Clipboard. Press CTRL + V to paste the work item number into another application.
	Shares the work item by attaching it to an email message. Enter the recipients you want to share the work item with and click Send.
	Opens Actions menu with options to split, suspend, transfer, link, copy, and prefill. Note: This pop-up menu is available only after the work item is created.
	Click to discard any changes made to the work item. This button is displayed only when the work item is in Edit mode. The work item goes into Edit mode when you click any available field on the page. When you click Cancel, a warning dialog opens asking if you want to cancel the changes you've made. Click Yes to discard the changes. Click No to close the dialog and continue modifying the work item.
	Click to save any changes made to the work item. This button is displayed only if the work item is in Edit mode.