# Using the Call, Request, and Task Details window

**Logging form** involves identifying the user who has reported the incident, problem, known error or service request, recording the service and configuration item, classifying and prioritizing the issue, capturing its details, and finally assigning the ticket to a support analyst.

**Finding a ticket** involves using the Search or Outstanding windows, or by typing the record number into the Quick Search.

**Updating a ticket** can involve changing values in fields, such as the Priority or Service, adding comments, changing the status, or assigning to an analyst or group, and finally saving the changes.

**Closing a ticket** involves changing the value in the **Status** field to a status configured with the Close function by the System Administrator.

{% hint style="info" %}

### Before you start

To view calls, **IPK Analyst** must be selected in the Options tab of your **IPK Management Security Role**.

To create calls, **Log Calls** must be selected in the Options tab of your **IPK Management Security Role**.

To view requests **Workflow Analyst** must be selected in the Shared tab of your **Workflow Management Security Role**.

To create requests, **Create Request** must be selected in the Requests tab of your **Workflow Management Security Role**.
{% endhint %}

### Logging a Call or Request

1. On the menu, select **New Call** (the telephone icon) or **New Request** (A wheel Cog Icon).&#x20;
   * If IPK Status and IPK Stream is enabled, select an IPK Status and IPK Stream.
2. The Details window appears.
3. Complete the Details
4. Select **SAVE** when you are finished and to save the ticlet.&#x20;
   * The window will close or stay open depending on system configuration.
5. Select **CANCEL** to cancel your changes.

### Opening a Record

1. Open an existing call record using one of these methods:
   * On the menu, select **Search** and then **Call or Request or Task Search**. The Search window appears.
   * On the menu, select **View** and then **\[the record type you are searching] Outstanding**.&#x20;
   * If you know the number of the record you want to view, type it into the Quick Search field&#x20;
2. The **Details** window appears.
3. Complete or update the Details
4. Select **SAVE** to save the changes.&#x20;
   * The window will close or stay open depending on system configuration settings.
5. Select **CANCEL** to cancel the changes and close the window.
6. Select **SAVE** to save the changes.
7. Select **CANCEL** to cancel the changes and close the window.


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