Difference between revisions of "Linked Services Action Item"
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+ | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/linked-services-action/ Hornbill Document Library]. | ||
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+ | [[file:hornbill-document-library.png|Linked Services Action|link=https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/linked-services-action/]] | ||
+ | <!-- | ||
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__NOTOC__[[Main Page|Home]] > [[Service Manager]] > Linked Services Action Item | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > Linked Services Action Item | ||
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==Introduction== | ==Introduction== | ||
− | The Linked Service Action within a request allows for the linking of other Services to a request. | + | The Linked Service Action within a request allows for the linking of other Services to a request, over and above the Service against which the Request has been logged. This is useful in situations where you might want to record which other Services where impacted etc. |
|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"| | |style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"| | ||
== Related Articles == | == Related Articles == | ||
:* [[Service_Manager_Relationships|Relationship Links]] | :* [[Service_Manager_Relationships|Relationship Links]] | ||
− | :*[[Service_Manager_Business_Process_Workflow#Access_Control|Access Control | + | :* [[Service_Details|Services]] |
+ | :* [[Requests]] | ||
+ | :*[[Service_Manager_Business_Process_Workflow#Access_Control|Access Control]] | ||
|} | |} | ||
− | ==Linking | + | ==Linking Services== |
− | [[File: | + | [[File:Linked_Services_Action_Item.png|right|300px]] |
+ | |||
+ | Link one or more Services to a request, by selecting the Service you wish to add, and then choosing the appropriate '''Relationship''' Link and then selecting the '''Link''' | ||
+ | * The list of available '''Relationships''' is configured in the admin console, under Service Manager > Configuration > Relationships. Only Active '''Request to Services''' Relationship Links will be available | ||
+ | * A timeline post will audit the adding of the additional services | ||
+ | :* Alter the Visibility level before selecting the '''Link''' button, should you wish to change this from the default of '''Team''' | ||
+ | * The Linked Services will be visible from a collapsible '''Linked Services''' section below the request action items | ||
+ | <br> | ||
+ | ==Viewing Linked Services== | ||
+ | |||
+ | Once Services have been linked to a Request, you will be able to view, and edit their relationship to the request from a new collapsible section below the action item bar. | ||
+ | :* '''Edit Relationship''' | ||
+ | ::Use this option from the drop down to select a different Relationship Link, this change will be audited by a post to the request timeline | ||
+ | :* '''Remove''' | ||
+ | :: Use this option from the drop down to remove the Service from the request, this action will be audited by a post to the request timeline | ||
+ | <br> | ||
+ | ==Services View== | ||
+ | [[File:Associated_Services_View.png|right|300px]] | ||
− | [[Category: | + | Once a Service has been linked to a Request, under the Services view and the '''Requests''' tab, you will see two tabs: |
+ | :* '''Direct Requests''' | ||
+ | ::This will show all requests which have been raised directly against the service | ||
+ | :* '''Associated Requests''' | ||
+ | :: This will show all requests which the Service has been linked to, including the specific '''Relationship''' it has to each request | ||
+ | --> | ||
+ | [[Category:HDOC]] |
Latest revision as of 00:52, 30 January 2024
This document can now be found at its new location in the Hornbill Document Library.