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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== 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 Services== | ==Linking Services== | ||
| − | [[File:Linked_Services_Action_Item.png|right| | + | [[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.
