Difference between revisions of "Request Settings"
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− | __NOTOC__[[Main Page|Home]] > [[Administration]] > [[Service Manager Administration|Service Manager]] > Configuration > Request Settings | + | __NOTOC__[[Main Page|Home]] > [[Administration]] > [[Service Manager Administration|Service Manager]] > [[Service Manager Configuration|Configuration]] > Request Settings |
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== Introduction == | == Introduction == | ||
− | Use Request Settings to control the behaviour of various | + | Use Request Settings to control the behaviour of various features on Requests in Service Manager |
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== Related Articles == | == Related Articles == | ||
* [[Service Manager_Request_Types|Request Types]] | * [[Service Manager_Request_Types|Request Types]] | ||
+ | * [[Corporate_Service_Level_Agreements|Service Level Agreements]] | ||
+ | * [[Request_Sub-statuses|Request Sub Statuses]] | ||
* [[Resolve_and_Close_Request_Action_Item|Resolve and Close Request Action Item]] | * [[Resolve_and_Close_Request_Action_Item|Resolve and Close Request Action Item]] | ||
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* This will prevent a request from resolving if it has open activities | * This will prevent a request from resolving if it has open activities | ||
+ | ==Customer Section== | ||
+ | [[File:request_customer_Section.png|400px|right]] | ||
+ | Choose which customer attributes will be displayed in the customer details section on request forms | ||
+ | |||
+ | * Tick any attrbiutes which you wish to display, or untick those which you wish to hide. | ||
+ | * Revert any changes to the default settings by using the [[File:reset_to_default.png]] option | ||
+ | A customer of a request can be either a '''user''' or a '''contact''', as such you can configure the attributes you wish to display depending on the type of customer of the request. | ||
Revision as of 08:29, 21 April 2020
Home > Administration > Service Manager > Configuration > Request Settings
IntroductionUse Request Settings to control the behaviour of various features on Requests in Service Manager |
Related Articles |
On Hold Settings
Choose which request actions will be enabled when a request is placed on hold, by default the following actions are enabled:
- Update
- Boards
- Cancel
Tick any actions which you wish to allow whilst requests are on-hold, or untick those which you wish to disable. Use the Save option to apply the changes.
Revert any changes to the default settings by using the option
Resolve Settings
Manage the Resolve settings to control the behaviour when resolving requests
- All manual Resolve / Close without an owner
- Automatically mark SLM Resolution Timer as part of the resolve action? If using BPM to mark the resolution timer at times other than when resolving this should be turned off
- Enable the option to action on linked requests against a request through the Resolve tab
- This will prevent a request from resolving if it has open activities
Customer Section
Choose which customer attributes will be displayed in the customer details section on request forms
- Tick any attrbiutes which you wish to display, or untick those which you wish to hide.
A customer of a request can be either a user or a contact, as such you can configure the attributes you wish to display depending on the type of customer of the request.