Difference between revisions of "Request and Closure Categories"

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:# Select your own ID and under ‘Security Settings’ select the ‘role’ entry , and ‘Service Desk Admin’. Then 'Save Changes'.  
 
:# Select your own ID and under ‘Security Settings’ select the ‘role’ entry , and ‘Service Desk Admin’. Then 'Save Changes'.  
 
:# Log off and re-login from Hornbill
 
:# Log off and re-login from Hornbill
:# Select [[What_is_Service_Manager? |''Service Manager'']] application [[File:Service_Desk.png|16px|ServiceDesk]] on the [[What_is_the_Navigation_bar? |navigation bar]] and then the administration option
+
:# Select ''Service Manager'' application [[File:Service_Desk.png|16px|ServiceDesk]] on the [[What_is_the_Navigation_bar? |navigation bar]] and then the administration option
 
:# On the Categories tab you can :-  
 
:# On the Categories tab you can :-  
 
:::* Add a category using the ‘+’ symbol then add other sub-categories as needed
 
:::* Add a category using the ‘+’ symbol then add other sub-categories as needed
 
:::* Edit any existing entries using the [[File:Configure.png|16px|Configure]]  
 
:::* Edit any existing entries using the [[File:Configure.png|16px|Configure]]  
 
:::* Delete existing entries using [[File:Delete_2.png | 16px |delete]]
 
:::* Delete existing entries using [[File:Delete_2.png | 16px |delete]]

Revision as of 15:05, 14 April 2015

In Service Manager, requests can be categorised when created or when being resolved. To set up these categories you will need to:-

  1. Decide what Categories are needed for your process e.g. You want a 1st line Support analyst team to handle your Incident and Service requests, and who is in those teams
  2. Log in as a system administrator to the Hornbill Administration
  3. Select Hornbill Service Manager in the selection box (top left)
  4. Select Roles and then Roles to assign yourself the role of Service Desk Admin
  5. Select your own ID and under ‘Security Settings’ select the ‘role’ entry , and ‘Service Desk Admin’. Then 'Save Changes'.
  6. Log off and re-login from Hornbill
  7. Select Service Manager application ServiceDesk on the navigation bar and then the administration option
  8. On the Categories tab you can :-
  • Add a category using the ‘+’ symbol then add other sub-categories as needed
  • Edit any existing entries using the Configure
  • Delete existing entries using delete