Difference between revisions of "Service Manager Business Process Workflow"

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Line 386: Line 386:
 
==== Assessment ====
 
==== Assessment ====
 
Use the Assessment node to initiate an Impact Assessment on a request
 
Use the Assessment node to initiate an Impact Assessment on a request
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                  Impact  Assessment                                                        * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|ImpactAssessment|Impact Assessment|
 
{{BPMAutomation|ImpactAssessment|Impact Assessment|
 
[[File:bpmimpactassessment.png|thumb|link=https://wiki.hornbill.com/images/e/e1/Bpmimpactassessment.png]]|
 
[[File:bpmimpactassessment.png|thumb|link=https://wiki.hornbill.com/images/e/e1/Bpmimpactassessment.png]]|
Line 397: Line 395:
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                                                                                            * -->
 
<!-- *                                                      Assets                                                              * -->
 
<!-- *                                                                                                                            * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
====Assets====
 
====Assets====
 
Use these Hornbill Automations for managing assets that are associated to the request
 
Use these Hornbill Automations for managing assets that are associated to the request
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                  Add All Owned by Customer                                                * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Add_All_Owned_by_Customer|Add All Owned by Customer|
 
{{BPMAutomation|Add_All_Owned_by_Customer|Add All Owned by Customer|
 
[[File:Add_All_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/1/16/Add_All_Owned_by_Customer.png]]|
 
[[File:Add_All_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/1/16/Add_All_Owned_by_Customer.png]]|
Line 415: Line 407:
 
{{bullet1|Timeline Visibility|The request timeline post visibility. If not specified, the application option value will be used.}}
 
{{bullet1|Timeline Visibility|The request timeline post visibility. If not specified, the application option value will be used.}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                            Add Generic Assets Owned by Customer                                            * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Add_Generic_Assets_Owned_by_Customer|Add Generic Assets Owned by Customer|
 
{{BPMAutomation|Add_Generic_Assets_Owned_by_Customer|Add Generic Assets Owned by Customer|
 
[[File:Add_Generic_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/5/53/Add_Generic_Assets_Owned_by_Customer.png]]|
 
[[File:Add_Generic_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/5/53/Add_Generic_Assets_Owned_by_Customer.png]]|
Line 428: Line 418:
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}   
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}   
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                            Add Computer System Assets Owned by Customer                                    * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Add_Computer_System_Assets_Owned_by_Customer|Add Computer System Assets Owned by Customer|
 
{{BPMAutomation|Add_Computer_System_Assets_Owned_by_Customer|Add Computer System Assets Owned by Customer|
 
[[File:Add_Computer_System_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/1/1b/Add_Computer_System_Assets_Owned_by_Customer.png]]|
 
[[File:Add_Computer_System_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/1/1b/Add_Computer_System_Assets_Owned_by_Customer.png]]|
Line 441: Line 429:
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                          Add Computer Peripheral Assets Owned by Customer                                  * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Add_Computer_Peripheral_Assets_Owned_by_Customer|Add Computer Peripheral Assets Owned by Customer|
 
{{BPMAutomation|Add_Computer_Peripheral_Assets_Owned_by_Customer|Add Computer Peripheral Assets Owned by Customer|
 
[[File:Add_Computer_Peripheral_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/0/07/Add_Computer_Peripheral_Assets_Owned_by_Customer.png]]|
 
[[File:Add_Computer_Peripheral_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/0/07/Add_Computer_Peripheral_Assets_Owned_by_Customer.png]]|
Line 454: Line 440:
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                          Add Mobile Device Assets Owned by Customer                                        * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Add_Mobile_Device_Assets_Owned_by_Customer|Add Mobile Device Assets Owned by Customer|
 
{{BPMAutomation|Add_Mobile_Device_Assets_Owned_by_Customer|Add Mobile Device Assets Owned by Customer|
 
[[File:Add_Mobile_Device_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/2/2c/Add_Mobile_Device_Assets_Owned_by_Customer.png]]|
 
[[File:Add_Mobile_Device_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/2/2c/Add_Mobile_Device_Assets_Owned_by_Customer.png]]|
Line 467: Line 451:
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                          Add Network Device Assets Owned by Customer                                        * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Add_Network_Device_Assets_Owned_by_Customer|Add Network Device Assets Owned by Customer|
 
{{BPMAutomation|Add_Network_Device_Assets_Owned_by_Customer|Add Network Device Assets Owned by Customer|
 
[[File:Add_Network_Device_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/3/38/Add_Network_Device_Assets_Owned_by_Customer.png]]|
 
[[File:Add_Network_Device_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/3/38/Add_Network_Device_Assets_Owned_by_Customer.png]]|
Line 480: Line 462:
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                              Add Printer Assets Owned by Customer                                          * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Add_Printer_Assets_Owned_by_Customer|Add Printer Assets Owned by Customer|
 
{{BPMAutomation|Add_Printer_Assets_Owned_by_Customer|Add Printer Assets Owned by Customer|
 
[[File:Add_Printer_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/8/8b/Add_Printer_Assets_Owned_by_Customer.png]]|
 
[[File:Add_Printer_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/8/8b/Add_Printer_Assets_Owned_by_Customer.png]]|
Line 493: Line 473:
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                              Add Software Assets Owned by Customer                                          * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Add_Software_Assets_Owned_by_Customer|Add Software Assets Owned by Customer|
 
{{BPMAutomation|Add_Software_Assets_Owned_by_Customer|Add Software Assets Owned by Customer|
 
[[File:Add_Software_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/5/5a/Add_Software_Assets_Owned_by_Customer.png]]|
 
[[File:Add_Software_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/5/5a/Add_Software_Assets_Owned_by_Customer.png]]|
Line 506: Line 484:
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                Add Telecoms Assets Owned by Customer                                        * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Add_Telecoms_Assets_Owned_by_Customer|Add Telecoms Assets Owned by Customer|
 
{{BPMAutomation|Add_Telecoms_Assets_Owned_by_Customer|Add Telecoms Assets Owned by Customer|
 
[[File:Add_Telecoms_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/a/a9/Add_Telecoms_Assets_Owned_by_Customer.png]]|
 
[[File:Add_Telecoms_Assets_Owned_by_Customer.png|thumb|link=https://wiki.hornbill.com/images/a/a9/Add_Telecoms_Assets_Owned_by_Customer.png]]|
Line 519: Line 495:
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
{{bullet1|Used By|Associate assets that are Used By the Request Customer, rather than Owned By.}}  
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                Create Generic Asset                                                        * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Create_Generic_Asset|Create Generic Asset|
 
{{BPMAutomation|Create_Generic_Asset|Create Generic Asset|
 
[[File:Create_Generic_Asset.png|thumb|link=https://wiki.hornbill.com/images/7/70/Create_Generic_Asset.png]]|
 
[[File:Create_Generic_Asset.png|thumb|link=https://wiki.hornbill.com/images/7/70/Create_Generic_Asset.png]]|
Line 581: Line 555:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                            Create Computer System Asset                                                    * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Create_Computer_System_Asset|Create Computer System Asset|
 
{{BPMAutomation|Create_Computer_System_Asset|Create Computer System Asset|
 
[[File:Create_Computer_System_Asset.png|thumb|link=https://wiki.hornbill.com/images/c/c9/Create_Computer_System_Asset.png]]|
 
[[File:Create_Computer_System_Asset.png|thumb|link=https://wiki.hornbill.com/images/c/c9/Create_Computer_System_Asset.png]]|
Line 643: Line 615:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                          Create Computer Peripheral Asset                                                  * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Create_Computer_Peripheral_Asset|Create Computer Peripheral Asset|
 
{{BPMAutomation|Create_Computer_Peripheral_Asset|Create Computer Peripheral Asset|
 
[[File:Create_Computer_Peripheral_Asset.png|thumb|link=https://wiki.hornbill.com/images/c/c2/Create_Computer_Peripheral_Asset.png]]|
 
[[File:Create_Computer_Peripheral_Asset.png|thumb|link=https://wiki.hornbill.com/images/c/c2/Create_Computer_Peripheral_Asset.png]]|
Line 705: Line 675:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                              Create Mobile Device Asset                                                    * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Create_Mobile_Device_Asset|Create Mobile Device Asset|
 
{{BPMAutomation|Create_Mobile_Device_Asset|Create Mobile Device Asset|
 
[[File:Create_Mobile_Device_Asset.png|thumb|link=https://wiki.hornbill.com/images/3/33/Create_Mobile_Device_Asset.png]]|
 
[[File:Create_Mobile_Device_Asset.png|thumb|link=https://wiki.hornbill.com/images/3/33/Create_Mobile_Device_Asset.png]]|
Line 767: Line 735:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                              Create Network Device Asset                                                    * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Create_Network_Device|Create Network Device Asset|
 
{{BPMAutomation|Create_Network_Device|Create Network Device Asset|
 
[[File:Create_Network_Device_Asset.png|thumb|link=https://wiki.hornbill.com/images/4/4f/Create_Network_Device_Asset.png]]|
 
[[File:Create_Network_Device_Asset.png|thumb|link=https://wiki.hornbill.com/images/4/4f/Create_Network_Device_Asset.png]]|
Line 829: Line 795:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                Create Printer Asset                                                        * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Create_Printer_Asset|Create Printer Asset|
 
{{BPMAutomation|Create_Printer_Asset|Create Printer Asset|
 
[[File:Create_Printer_Asset.png|thumb|link=https://wiki.hornbill.com/images/b/bf/Create_Printer_Asset.png]]|
 
[[File:Create_Printer_Asset.png|thumb|link=https://wiki.hornbill.com/images/b/bf/Create_Printer_Asset.png]]|
Line 891: Line 855:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                      Get All Assets                                                        * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Get_All_Assets|Get All Assets|
 
{{BPMAutomation|Get_All_Assets|Get All Assets|
 
[[File:Get_All_Assets.png|thumb|link=]]|
 
[[File:Get_All_Assets.png|thumb|link=]]|
Line 900: Line 862:
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                  Get All Generic Assets                                                    * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Get_All_Generic_Assets|Get All Generic Assets|
 
{{BPMAutomation|Get_All_Generic_Assets|Get All Generic Assets|
 
[[File:Get_All_Generic_Assets.png|thumb|link=]]|
 
[[File:Get_All_Generic_Assets.png|thumb|link=]]|
Line 910: Line 870:
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                            Get All Computer Peripheral Assets                                              * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Get_All_Computer_Peripheral_Assets|Get All Computer Peripheral Assets|
 
{{BPMAutomation|Get_All_Computer_Peripheral_Assets|Get All Computer Peripheral Assets|
 
[[File:Get_All_Computer_Peripheral_Assets.png|thumb|link=]]|
 
[[File:Get_All_Computer_Peripheral_Assets.png|thumb|link=]]|
Line 920: Line 878:
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                            Get All Mobile Device Assets                                                    * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Get_All_Mobile_Device_Assets|Get All Mobile Device Assets|
 
{{BPMAutomation|Get_All_Mobile_Device_Assets|Get All Mobile Device Assets|
 
[[File:Get_All_Mobile_Device_Assets.png|thumb|link=]]|
 
[[File:Get_All_Mobile_Device_Assets.png|thumb|link=]]|
Line 930: Line 886:
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                              Get All Network Device Assets                                                * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Get_All_Network_Device_Assets|Get All Network Device Assets|
 
{{BPMAutomation|Get_All_Network_Device_Assets|Get All Network Device Assets|
 
[[File:Get_All_Network_Device_Assets.png|thumb|link=]]|
 
[[File:Get_All_Network_Device_Assets.png|thumb|link=]]|
Line 940: Line 894:
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                    Get All Printer Assets                                                  * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Get_All_Printer_Assets|Get All Printer Assets|
 
{{BPMAutomation|Get_All_Printer_Assets|Get All Printer Assets|
 
[[File:Get_All_Printer_Assets.png|thumb|link=]]|
 
[[File:Get_All_Printer_Assets.png|thumb|link=]]|
Line 950: Line 902:
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                Get All Software Assets                                                    * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Get_All_Software_Assets|Get All Software Assets|
 
{{BPMAutomation|Get_All_Software_Assets|Get All Software Assets|
 
[[File:Get_All_Software_Assets.png|thumb|link=]]|
 
[[File:Get_All_Software_Assets.png|thumb|link=]]|
Line 960: Line 910:
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                Get All Telecoms Assets                                                      * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Get_All_Telecoms_Assets|Get All Telecoms Assets|
 
{{BPMAutomation|Get_All_Telecoms_Assets|Get All Telecoms Assets|
 
[[File:Get_All_Telecoms_Assets.png|thumb|link=https://wiki.hornbill.com/images/0/04/Get_All_Telecoms_Assets.png]]|
 
[[File:Get_All_Telecoms_Assets.png|thumb|link=https://wiki.hornbill.com/images/0/04/Get_All_Telecoms_Assets.png]]|
Line 970: Line 918:
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
{{bullet1|Include Type|When set to Yes, it will return the Type of each asset as well as the asset name}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                            Update All Assets - General Information                                        * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_All_Assets_-_General_Information|Update All Assets - General Information|
 
{{BPMAutomation|Update_All_Assets_-_General_Information|Update All Assets - General Information|
 
[[File:Update_All_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/5/57/Update_All_Assets_-_General_Information.png]]|
 
[[File:Update_All_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/5/57/Update_All_Assets_-_General_Information.png]]|
Line 1,032: Line 978:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                            Update Computer Assets - Additional Properties                                  * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_Computer_Assets_-_Additional_Properties|Update Computer Assets - Additional Properties|
 
{{BPMAutomation|Update_Computer_Assets_-_Additional_Properties|Update Computer Assets - Additional Properties|
 
[[File:Update_Computer_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/a/a6/Update_Computer_Assets_-_Additional_Properties.png]]|
 
[[File:Update_Computer_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/a/a6/Update_Computer_Assets_-_Additional_Properties.png]]|
Line 1,040: Line 984:
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                            Update Computer Assets - General Information                                    * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_Computer_Assets_-_General_Information|Update Computer Assets - General Information|
 
{{BPMAutomation|Update_Computer_Assets_-_General_Information|Update Computer Assets - General Information|
 
[[File:Update_Computer_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/a/a8/Update_Computer_Assets_-_General_Information.png]]|
 
[[File:Update_Computer_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/a/a8/Update_Computer_Assets_-_General_Information.png]]|
Line 1,102: Line 1,044:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                      Update Computer Peripheral Assets - Additional Properties                              * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_Computer_Peripheral_Assets_-_Additional_Properties|Update Computer Peripheral Assets - Additional Properties|
 
{{BPMAutomation|Update_Computer_Peripheral_Assets_-_Additional_Properties|Update Computer Peripheral Assets - Additional Properties|
 
[[File:Update_Computer_Peripheral_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/c/cd/Update_Computer_Peripheral_Assets_-_Additional_Properties.png]]|
 
[[File:Update_Computer_Peripheral_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/c/cd/Update_Computer_Peripheral_Assets_-_Additional_Properties.png]]|
Line 1,110: Line 1,050:
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                      Update Computer Peripheral Assets - General Information                                * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_Computer_Peripheral_Assets_-_General_Information|Update Computer Peripheral Assets - General Information|
 
{{BPMAutomation|Update_Computer_Peripheral_Assets_-_General_Information|Update Computer Peripheral Assets - General Information|
 
[[File:Update_Computer_Peripheral_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/9/93/Update_Computer_Peripheral_Assets_-_General_Information.png]]|
 
[[File:Update_Computer_Peripheral_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/9/93/Update_Computer_Peripheral_Assets_-_General_Information.png]]|
Line 1,172: Line 1,110:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                      Update Mobile Device Assets - Additional Properties                                  * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_Mobile_Device_Assets_-_Additional_Properties|Update Mobile Device Assets - Additional Properties|
 
{{BPMAutomation|Update_Mobile_Device_Assets_-_Additional_Properties|Update Mobile Device Assets - Additional Properties|
 
[[File:Update_Mobile_Device_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/a/a4/Update_Mobile_Device_Assets_-_Additional_Properties.png]]|
 
[[File:Update_Mobile_Device_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/a/a4/Update_Mobile_Device_Assets_-_Additional_Properties.png]]|
Line 1,180: Line 1,116:
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                        Update Mobile Device Assets - General Information                                  * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_Mobile_Device_Assets_-_General_Information|Update Mobile Device Assets - General Information|
 
{{BPMAutomation|Update_Mobile_Device_Assets_-_General_Information|Update Mobile Device Assets - General Information|
 
[[File:Update_Mobile_Device_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/1/18/Update_Mobile_Device_Assets_-_General_Information.png]]|
 
[[File:Update_Mobile_Device_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/1/18/Update_Mobile_Device_Assets_-_General_Information.png]]|
Line 1,242: Line 1,176:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                          Update Network Device Assets - Additional Properties                              * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_Network_Device_Assets_-_Additional_Properties|Update Network Device Assets - Additional Properties|
 
{{BPMAutomation|Update_Network_Device_Assets_-_Additional_Properties|Update Network Device Assets - Additional Properties|
 
[[File:Update_Network_Device_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/0/03/Update_Network_Device_Assets_-_Additional_Properties.png]]|
 
[[File:Update_Network_Device_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/0/03/Update_Network_Device_Assets_-_Additional_Properties.png]]|
Line 1,250: Line 1,182:
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                          Update Network Device Assets - General Information                                * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_Network_Device_Assets_-_General_Information|Update Network Device Assets - General Information|
 
{{BPMAutomation|Update_Network_Device_Assets_-_General_Information|Update Network Device Assets - General Information|
 
[[File:Update_Network_Device_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/1/19/Update_Network_Device_Assets_-_General_Information.png]]|
 
[[File:Update_Network_Device_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/1/19/Update_Network_Device_Assets_-_General_Information.png]]|
Line 1,312: Line 1,242:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                        Update Printer Assets - Additional Properties                                      * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_Printer_Assets_-_Additional_Properties|Update Printer Assets - Additional Properties|
 
{{BPMAutomation|Update_Printer_Assets_-_Additional_Properties|Update Printer Assets - Additional Properties|
 
[[File:Update_Printer_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/a/a4/Update_Printer_Assets_-_Additional_Properties.png]]|
 
[[File:Update_Printer_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/a/a4/Update_Printer_Assets_-_Additional_Properties.png]]|
Line 1,320: Line 1,248:
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                        Update Printer Assets - General Information                                        * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_Printer_Assets_-_General_Information|Update Printer Assets - General Information|
 
{{BPMAutomation|Update_Printer_Assets_-_General_Information|Update Printer Assets - General Information|
 
[[File:Update_Printer_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/1/19/Update_Printer_Assets_-_General_Information.png]]|
 
[[File:Update_Printer_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/1/19/Update_Printer_Assets_-_General_Information.png]]|
Line 1,382: Line 1,308:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                        Update Software Assets - Additional Properties                                      * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_Software_Assets_-_Additional_Properties|Update Software Assets - Additional Properties|
 
{{BPMAutomation|Update_Software_Assets_-_Additional_Properties|Update Software Assets - Additional Properties|
 
[[File:Update_Software_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/9/91/Update_Software_Assets_-_Additional_Properties.png]]|
 
[[File:Update_Software_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/9/91/Update_Software_Assets_-_Additional_Properties.png]]|
Line 1,390: Line 1,314:
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                        Update Software Assets - General Information                                        * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_Software_Assets_-_General_Information|Update Software Assets - General Information|
 
{{BPMAutomation|Update_Software_Assets_-_General_Information|Update Software Assets - General Information|
 
[[File:Update_Software_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/e/e3/Update_Software_Assets_-_General_Information.png]]|
 
[[File:Update_Software_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/e/e3/Update_Software_Assets_-_General_Information.png]]|
Line 1,452: Line 1,374:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                        Update Telecoms Assets - Additional Properties                                        * -->
+
 
<!-- ******************************************************************************************************************************* -->
 
<!--
 
 
{{BPMAutomation|Update_Telecoms_Assets_-_Additional_Properties|Update Telecoms Assets - Additional Properties|
 
{{BPMAutomation|Update_Telecoms_Assets_-_Additional_Properties|Update Telecoms Assets - Additional Properties|
 
[[File:Update_Telecoms_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/a/a4/Update_Telecoms_Assets_-_Additional_Properties.png]]|
 
[[File:Update_Telecoms_Assets_-_Additional_Properties.png|thumb|link=https://wiki.hornbill.com/images/a/a4/Update_Telecoms_Assets_-_Additional_Properties.png]]|
Line 1,461: Line 1,381:
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
{{bullet1|Request Id|This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                        Update Telecoms Assets - General Information                                        * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|Update_Telecoms_Assets_-_General_Information|Update Telecoms Assets - General Information|
 
{{BPMAutomation|Update_Telecoms_Assets_-_General_Information|Update Telecoms Assets - General Information|
 
[[File:Update_Telecoms_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/e/e7/Update_Telecoms_Assets_-_General_Information.png]]|
 
[[File:Update_Telecoms_Assets_-_General_Information.png|thumb|link=https://wiki.hornbill.com/images/e/e7/Update_Telecoms_Assets_-_General_Information.png]]|
Line 1,523: Line 1,441:
 
{{bullet1|Residual Value|Update the residual value}}
 
{{bullet1|Residual Value|Update the residual value}}
 
}}  
 
}}  
<!-- ****************************************************************************************************************************** -->
 
<!-- *                                                                                                                            * -->
 
<!-- *                                                      Assignment                                                          * -->
 
<!-- *                                                                                                                            * -->
 
<!-- ****************************************************************************************************************************** -->
 
  
 
====Assignment====
 
====Assignment====
 
Use the Assignment node to automatically assign a request to different Service Manager users or teams.
 
Use the Assignment node to automatically assign a request to different Service Manager users or teams.
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                  Assign to Service Team                                                    * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|AssignToServiceTeam|Assign to Service Team|
 
{{BPMAutomation|AssignToServiceTeam|Assign to Service Team|
 
[[File:bpmassigntoserviceteam.png|thumb|link=https://wiki.hornbill.com/images/6/6e/Bpmassigntoserviceteam.png]]|
 
[[File:bpmassigntoserviceteam.png|thumb|link=https://wiki.hornbill.com/images/6/6e/Bpmassigntoserviceteam.png]]|
Line 1,544: Line 1,455:
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals}}
 
}}
 
}}
<!-- ***************************************************************************************************************************** -->
+
 
<!-- *                                                  Assign to Team                                                          * -->
 
<!-- ***************************************************************************************************************************** -->
 
 
{{BPMAutomation|AssignToTeam|Assign to Team|
 
{{BPMAutomation|AssignToTeam|Assign to Team|
 
[[File:bpmassigntoteam.png|thumb|link=link=https://wiki.hornbill.com/images/8/8a/Bpmassigntoteam.png|Assign to Team]]|
 
[[File:bpmassigntoteam.png|thumb|link=link=https://wiki.hornbill.com/images/8/8a/Bpmassigntoteam.png|Assign to Team]]|
Line 1,557: Line 1,466:
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                      Assign to Owner                                                        * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|AssignToOwner|Assign to Owner|
 
{{BPMAutomation|AssignToOwner|Assign to Owner|
 
[[File:bpmassigntoowner.png|thumb|link=https://wiki.hornbill.com/images/e/e9/Bpmassigntoowner.png]]|
 
[[File:bpmassigntoowner.png|thumb|link=https://wiki.hornbill.com/images/e/e9/Bpmassigntoowner.png]]|
Line 1,570: Line 1,477:
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                  Assign to Owner (Variable)                                                * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|AssignTOwnerVariable|Assign to Owner (Variable)|
 
{{BPMAutomation|AssignTOwnerVariable|Assign to Owner (Variable)|
 
[[File:bpmassigntoownervariable.png|thumb|link=https://wiki.hornbill.com/images/e/e9/Bpmassigntoowner.png]]|
 
[[File:bpmassigntoownervariable.png|thumb|link=https://wiki.hornbill.com/images/e/e9/Bpmassigntoowner.png]]|
Line 1,583: Line 1,488:
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
}}
 
}}
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                                  Assign to Request Creator                                                * -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|AssignToRequestCreator|Assign to Request Creator|
 
{{BPMAutomation|AssignToRequestCreator|Assign to Request Creator|
 
[[File:bpmassigntorequestcreator.png|thumb|link=https://wiki.hornbill.com/images/7/7c/Bpmassigntorequestcreator.png]]|
 
[[File:bpmassigntorequestcreator.png|thumb|link=https://wiki.hornbill.com/images/7/7c/Bpmassigntorequestcreator.png]]|
Line 1,595: Line 1,498:
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}  
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}  
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                Assign to Most Available                                                  * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
{{BPMAutomation|AssignToMostAvailableAnalyst|Assign to Most Available Analyst|
 
{{BPMAutomation|AssignToMostAvailableAnalyst|Assign to Most Available Analyst|
 
[[File:bpmassigntomostavailable.png|thumb|link=https://wiki.hornbill.com/images/2/2c/Bpmassigntomostavailable.png]]|
 
[[File:bpmassigntomostavailable.png|thumb|link=https://wiki.hornbill.com/images/2/2c/Bpmassigntomostavailable.png]]|
Line 1,611: Line 1,512:
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                Assign on Round Robin Basis                                                * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
{{BPMAutomation|RoundRobin|Assign on Round Robin Basis|
 
{{BPMAutomation|RoundRobin|Assign on Round Robin Basis|
 
[[File:bpmroundrobin.png|thumb|link=https://wiki.hornbill.com/images/4/41/Bpmroundrobin.png|Round Robin BPM Operation]]|
 
[[File:bpmroundrobin.png|thumb|link=https://wiki.hornbill.com/images/4/41/Bpmroundrobin.png|Round Robin BPM Operation]]|
Line 1,624: Line 1,523:
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                                                                                            * -->
 
<!-- *                                                      Authorization                                                        * -->
 
<!-- *                                                                                                                            * -->
 
<!-- ****************************************************************************************************************************** -->
 
<!-- ****************************************************************************************************************************** -->
 
<!-- *                                                  Authorization Decision                                                  * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
==== Authorisation Decision ====
 
==== Authorisation Decision ====
 
Use the Authorisation Decision node to mark on a Change or Service Request form if an authorization decision has been made.
 
Use the Authorisation Decision node to mark on a Change or Service Request form if an authorization decision has been made.
Line 1,658: Line 1,550:
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than '''Customer''' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                                                                                            * -->
 
<!-- *                                                      Collaboration                                                        * -->
 
<!-- *                                                                                                                            * -->
 
<!-- ****************************************************************************************************************************** -->
 
  
 
====Collaboration====
 
====Collaboration====
  
 
Use the Collaboration node to post an automated update onto a public workspace at any stage in a process.  This will be visible to members of the specified workspace, on the timeline of the workspace and their News Feeds.   
 
Use the Collaboration node to post an automated update onto a public workspace at any stage in a process.  This will be visible to members of the specified workspace, on the timeline of the workspace and their News Feeds.   
<!-- ******************************************************************************************************************************* -->
+
 
<!-- *                                        Comment on Existing Public Workspace Post                                            -->
 
<!-- ******************************************************************************************************************************* -->
 
 
{{BPMAutomation|CommentOnPost|Comment on Existing Public Workspace Post|
 
{{BPMAutomation|CommentOnPost|Comment on Existing Public Workspace Post|
 
[[File:bpmcommentonpost.png|thumb|link=https://wiki.hornbill.com/images/d/d3/Bpmcommentonpost.png]]|
 
[[File:bpmcommentonpost.png|thumb|link=https://wiki.hornbill.com/images/d/d3/Bpmcommentonpost.png]]|
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}}
 
}}
  
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                                                                                            * -->
 
<!-- *                                                    Email Notifications                                                    * -->
 
<!-- *                                                                                                                            * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
====Email Notifications====           
 
====Email Notifications====           
 
Use the Email Notification nodes to send email templates to different Request stakeholders.  Configuration options include recipient, which email template to use and which mailbox to send the email from.
 
Use the Email Notification nodes to send email templates to different Request stakeholders.  Configuration options include recipient, which email template to use and which mailbox to send the email from.
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                    Email Contact                                                            -->
 
<!-- ****************************************************************************************************************************** -->
 
 
{{BPMAutomation|EmailContact|Email Contact|
 
{{BPMAutomation|EmailContact|Email Contact|
 
[[File:bpmemailcontact.png|thumb|link=https://wiki.hornbill.com/images/6/68/Bpmemailcontact.png]]|
 
[[File:bpmemailcontact.png|thumb|link=https://wiki.hornbill.com/images/6/68/Bpmemailcontact.png]]|
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{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
}}
 
}}
<!-- ***************************************************************************************************************************** -->
+
 
<!-- *                                                  Email Co-worker                                                          * -->
 
<!-- ***************************************************************************************************************************** -->
 
 
{{BPMAutomation|EmailCoworker|Email Co-worker|
 
{{BPMAutomation|EmailCoworker|Email Co-worker|
 
[[File:bpmemailcoworker.png|thumb|link=https://wiki.hornbill.com/images/b/b3/Bpmemailcoworker.png]]|
 
[[File:bpmemailcoworker.png|thumb|link=https://wiki.hornbill.com/images/b/b3/Bpmemailcoworker.png]]|
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{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
}}
 
}}
<!-- ***************************************************************************************************************************** -->
+
 
<!-- *                                                      Email Customer                                                      * -->
 
<!-- ***************************************************************************************************************************** -->
 
 
{{BPMAutomation|EmailCustomer|Email Customer|
 
{{BPMAutomation|EmailCustomer|Email Customer|
 
[[File:bpmemailcustomer.png|thumb|link=https://wiki.hornbill.com/images/2/23/Bpmemailcustomer.png]]|
 
[[File:bpmemailcustomer.png|thumb|link=https://wiki.hornbill.com/images/2/23/Bpmemailcustomer.png]]|
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{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
}}
 
}}
<!-- ***************************************************************************************************************************** -->
+
 
<!-- *                                                  Email Customer's Manager                                                * -->
 
<!-- ***************************************************************************************************************************** -->
 
 
{{BPMAutomation|EmailCustomerManager|Email Customer Manager|
 
{{BPMAutomation|EmailCustomerManager|Email Customer Manager|
 
[[File:bpmemailcustomermanager.png|thumb|link=https://wiki.hornbill.com/images/9/9e/Bpmemailcustomermanager.png]]|
 
[[File:bpmemailcustomermanager.png|thumb|link=https://wiki.hornbill.com/images/9/9e/Bpmemailcustomermanager.png]]|
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{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
}}
 
}}
<!-- ***************************************************************************************************************************** -->
+
 
<!-- *                                                      Email External Address                                              * -->
 
<!-- ***************************************************************************************************************************** -->
 
 
{{BPMAutomation|EmailExternalAddress|Email External Address|
 
{{BPMAutomation|EmailExternalAddress|Email External Address|
 
[[File:bpmemailexternal.png|thumb|link=https://wiki.hornbill.com/images/4/4a/Bpmemailexternal.png]]|
 
[[File:bpmemailexternal.png|thumb|link=https://wiki.hornbill.com/images/4/4a/Bpmemailexternal.png]]|
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{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
}}
 
}}
<!-- **************************************************************************************************************************** -->
+
 
<!-- *                                                  Email Request Owner                                                    * -->
 
<!-- **************************************************************************************************************************** -->
 
 
{{BPMAutomation|EmailOwner|Email Request Owner|
 
{{BPMAutomation|EmailOwner|Email Request Owner|
 
[[File:bpmemailowner.png|thumb|link=https://wiki.hornbill.com/images/e/ea/Bpmemailowner.png]]|
 
[[File:bpmemailowner.png|thumb|link=https://wiki.hornbill.com/images/e/ea/Bpmemailowner.png]]|
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{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
{{bullet1|Visibility|Choose what level of visibility will be automatically applied to this update.  Choosing anything other than ''Customer'' will result in the customer not seeing the update in the timeline of their requests on the Service or Customer Portals.}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                                                                                            * -->
 
<!-- *                                                    Get Request Information                                                * -->
 
<!-- *                                                                                                                            * -->
 
<!-- ****************************************************************************************************************************** -->
 
  
 
====Get Request Information====
 
====Get Request Information====
 
Use the Get Request Information node at any stage in a process and preceding another workflow node when you want to make the variables of the Request available.  Variables may include Customer, Status, Site, Priority, or any Answers to Customer defined questions from different Progressive capture forms or attributes of the customer or organisation of the request the business process is running against.
 
Use the Get Request Information node at any stage in a process and preceding another workflow node when you want to make the variables of the Request available.  Variables may include Customer, Status, Site, Priority, or any Answers to Customer defined questions from different Progressive capture forms or attributes of the customer or organisation of the request the business process is running against.
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                  Category Details                                                          * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
{{BPMAutomation|Category_Details|Catagory Details|
 
{{BPMAutomation|Category_Details|Catagory Details|
 
[[File:bpmgetcategorydetails.png|thumb|link=]]|
 
[[File:bpmgetcategorydetails.png|thumb|link=]]|
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{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                  Customer Details                                                          * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
{{BPMAutomation|Customer_Details|Customer Details|
 
{{BPMAutomation|Customer_Details|Customer Details|
 
[[File:bpmgetcustomerdetails.png|thumb|link=https://wiki.hornbill.com/images/3/3a/Bpmgetcustomerdetails.png]]|
 
[[File:bpmgetcustomerdetails.png|thumb|link=https://wiki.hornbill.com/images/3/3a/Bpmgetcustomerdetails.png]]|
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{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                              Source Email Details                                                        * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
{{BPMAutomation|Source_Email_Details|Source Email Details|
 
{{BPMAutomation|Source_Email_Details|Source Email Details|
 
[[File:bpmsourceemaildetails.png|thumb|link=https://wiki.hornbill.com/images/a/ad/Bpmsourceemaildetails.png]]|
 
[[File:bpmsourceemaildetails.png|thumb|link=https://wiki.hornbill.com/images/a/ad/Bpmsourceemaildetails.png]]|
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{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                              Organisation Details                                                        * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
{{BPMAutomation|Organisation_Details|Organisation Details|
 
{{BPMAutomation|Organisation_Details|Organisation Details|
 
[[File:bpmorganisationdetails.png|thumb|link=https://wiki.hornbill.com/images/1/1c/Bpmorganisationdetails.png]]|
 
[[File:bpmorganisationdetails.png|thumb|link=https://wiki.hornbill.com/images/1/1c/Bpmorganisationdetails.png]]|
Line 1,854: Line 1,712:
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                      Owner Details                                                        * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
{{BPMAutomation|GetRequestInfoOwner|Owner Details|
 
{{BPMAutomation|GetRequestInfoOwner|Owner Details|
 
[[File:getrequestownerbpm.png|thumb|link=https://wiki.hornbill.com/images/8/8b/Getrequestownerbpm.png]]|
 
[[File:getrequestownerbpm.png|thumb|link=https://wiki.hornbill.com/images/8/8b/Getrequestownerbpm.png]]|
Line 1,862: Line 1,718:
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                    Request Details                                                        * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
{{BPMAutomation|GetRequestInfoRequestDetails|Request Details|
 
{{BPMAutomation|GetRequestInfoRequestDetails|Request Details|
 
[[File:getrequestdetailsbpm.png|thumb|link=https://wiki.hornbill.com/images/b/bb/Getrequestdetailsbpm.png]]|
 
[[File:getrequestdetailsbpm.png|thumb|link=https://wiki.hornbill.com/images/b/bb/Getrequestdetailsbpm.png]]|
Line 1,870: Line 1,724:
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                Progressive Capture Answers                                                * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
{{BPMAutomation|Progessive_Capture_Answers|Progressive Capture Answers|
 
{{BPMAutomation|Progessive_Capture_Answers|Progressive Capture Answers|
 
[[File:bpmprogressivecaptureanswers.png|thumb|link=https://wiki.hornbill.com/images/d/d7/Bpmprogressivecaptureanswers.png]]|
 
[[File:bpmprogressivecaptureanswers.png|thumb|link=https://wiki.hornbill.com/images/d/d7/Bpmprogressivecaptureanswers.png]]|
Line 1,880: Line 1,732:
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                      Service Details                                                      * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
{{BPMAutomation|Service_Details|Service Details|
 
{{BPMAutomation|Service_Details|Service Details|
 
[[File:bpmservicedetails.png|thumb|link=https://wiki.hornbill.com/images/1/10/Bpmservicedetails.png]]|
 
[[File:bpmservicedetails.png|thumb|link=https://wiki.hornbill.com/images/1/10/Bpmservicedetails.png]]|
Line 1,888: Line 1,738:
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                        Site Details                                                      * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
{{BPMAutomation|GetRequestInfoRequestDetails|Site Details|
 
{{BPMAutomation|GetRequestInfoRequestDetails|Site Details|
 
[[File:getrequestsitebpm.png|thumb|link=https://wiki.hornbill.com/images/0/0a/Getrequestsitebpm.png]]|
 
[[File:getrequestsitebpm.png|thumb|link=https://wiki.hornbill.com/images/0/0a/Getrequestsitebpm.png]]|
Line 1,896: Line 1,744:
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
{{bullet1|Request ID|In almost all cases, this should be set to ''Auto'' which will take the global variable for the request ID that the BPM is associated and apply all selected options to this request.}}
 
}}
 
}}
<!-- ****************************************************************************************************************************** -->
+
 
<!-- *                                                        Team Details                                                      * -->
 
<!-- ****************************************************************************************************************************** -->
 
 
{{BPMAutomation|GetTeamDetails|Team Details|
 
{{BPMAutomation|GetTeamDetails|Team Details|
 
[[File:getteamdetails.png|thumb|link=https://wiki.hornbill.com/images/a/a2/Getteamdetails.png]]|
 
[[File:getteamdetails.png|thumb|link=https://wiki.hornbill.com/images/a/a2/Getteamdetails.png]]|
Line 1,983: Line 1,829:
 
</div>
 
</div>
  
<!-- ******************************************************** START OF NEW REQUEST ********************************************** -->
+
->
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px">
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px">
 
<div id="integrationnewrequest"></div>
 
<div id="integrationnewrequest"></div>
Line 2,026: Line 1,872:
 
</div>
 
</div>
 
</div>
 
</div>
<!-- **************************************END OF OPERATION DOCUMENTATION***************************************************** -->
+
 
  
 
====Linked Requests====
 
====Linked Requests====
 
Use the Linked Requests node to automatically post updates and resolve linked Requests.  Linked requests are those that have been linked using the Link Action Item on a request form.   
 
Use the Linked Requests node to automatically post updates and resolve linked Requests.  Linked requests are those that have been linked using the Link Action Item on a request form.   
  
<!-- ******************************* START OF RESOLVE LINKED REQUESTS ******************************************************** -->
+
 
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px">
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px">
 
* Resolve Linked Requests
 
* Resolve Linked Requests
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</div>
 
</div>
  
<!-- **************************************START OF UPDATE LINKED REQUESTS***************************************************** -->
 
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px">
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px">
 
* Update Linked Requests
 
* Update Linked Requests

Latest revision as of 20:34, 8 May 2024

This document can now be found at its new location in the Hornbill Document Library.

Service Manager Workflow