Create Item or Ticket

Items can be created in all versions of UtiliSphere.

                                                            

There are three ways of creating items:

                                                                                                                      

Item Creation Method	Description
Creation from parent, child, or sibling item	Item/Ticket Details >  Action List
Standard (unrelated to other items)	Top menu bar > Create (  )

                                                            

Standard Item Creation

1. On the top menu bar, click Create (  )  
2. The Create dropdown menu lists the forms (organized by Category). Click  the form you want 
3. The Create New Item page displays the form
4. Complete the form fields. 
   1. Required fields must be filled out in order to save the form
   2. If the form contains a searchable component you can search for data from all previous occurrences of the component in all forms
5. Click Save
   1. Any validation errors (invalid characters, formats, etc.) are highlighted in red in the fields where they occur 
   2. At the top of the page, the number of fields completed incorrectly is listed  
   3. Correct any  errors and click Save or click Cancel to discard the item
6. The item Details page for the item you just created appears
   1. In the upper-left, click Back to Summary (  ) to return to the item Summary page