Difference between revisions of "Service Manager Configuration"

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{{Breadcrumb|[[Main Page|Home]] > [[Configuration]] > Service Manager|Service Manager Administration}}
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__NOTOC__[[Main Page|Home]] > [[Administration]] > Service Manager
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{|style="width: 100%"
 
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== Introduction ==
 
== Introduction ==
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The Service Manager Administration provides details of the configuration options for Service Manager which can be configured within the Administration portal.
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The Service Manager Administration provides details of the configuration options for Service Manager which can be configured within the Administration portal.|
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{{RightBox|Related Articles|
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== Related Articles ==
 
 
:* [[Service Manager]]
 
:* [[Service Manager]]
 
:* [[Self Service|Service Portal]]
 
:* [[Self Service|Service Portal]]
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== [[Service Manager Roles|Roles]] ==
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<!-- ************************************************ Cards ****************************************** -->
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[[File:RolesCard.png|right|Service Manager Roles]]
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{|cellspacing="10"
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Hornbill Roles are used to group users with similar access requirements to the different applications or to Administration. Using roles takes away the need to manage rights on an user by user basis. A number of Roles are provided by Service Manager to use and allocate to users of the Service Manager app. Custom roles can also be created to meet any specific need.
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::* Service Manager Roles
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<!-- *****************************************  ROW 1  ****************************************************** -->
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::* Create Roles
 
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::* View Role Details
 
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::* Assigning Users to Roles
 
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::* Managing rights and access for each Role
 
  
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== [[Progressive Capture Workflow|Progressive Capture]] ==
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| style="width:250px;border:2px solid #AAA; padding:1em;" |
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[[File:ProgressiveCaptureCard.png|right|Service Manager Progressive Capture]]
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[[File:RolesCard.png|300px|link=https://docs.hornbill.com/servicemanager-config/setup/service-manager-roles/]]
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The Progressive Capture in Service Manager is used to collect information when capturing or raising a request.
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| style="width:250px; border:2px solid #AAA; " |
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::* Service Manager Progressive Capture Forms
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[[File:BusinessProcessCard.png|300px|center|link=Service Manager Business Process Workflow]]
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::* Default Progressive Capture Scripts
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::* Settings
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[[File:ProgressiveCaptureCard.png|300px|link=https://docs.hornbill.com/servicemanager-config/customize/service-manager-capture-forms]]
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<br><br>
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|-
  
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== [[Service Manager Business Process Workflow|Business Process Workflow]] ==
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<!-- *******************************************  ROW 2  **************************************************** -->
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[[File:BusinessProcessCard.png|right|Service Manager BPM]]
 
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The Business Process Workflow allows each request record to be driven by an underlying workflow to automate authorizations, assignments, updating details, sending emails, enforcing the next action to complete, and much more.
 
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::* Default Business Process Workflows
 
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::* Settings
 
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<br><br><br>
 
  
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== [[Service Manager Settings|Settings]] ==
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[[File:ManageAppSettingsCard.png|right|Service Manager Settings]]
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[[File:AutoTaskCard.png|300px|link=Auto Tasks]]
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Settings allow you to fine turn your Service Manager app to just the way you want it. The settings give you options to set everything from email archiving to setting up the look and feel of your Services Portal App.
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<br><br><br><br><br><br>
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[[File:ManageAppSettingsCard.png|300px|link=Service Manager Settings]]
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| style="width:250px;border:2px solid #AAA; padding:1em;" |
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[[File:SimpleListsCard.png|300px|link=https://docs.hornbill.com/servicemanager-config/setup/service-manager-simple-lists/]]
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<!-- *******************************************  ROW 3  **************************************************** -->
  
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== [[Service Manager Simple Lists|Simple Lists]] ==
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[[File:SimpleListsCard.png|right|Service Manager Simple Lists]]
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[[File:TranslationsCard.png|300px|link=https://docs.hornbill.com/servicemanager-config/customize/service-manager-translations]]
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Simple Lists are used to populate options that are available within particular drop down lists.  These may be lists provided with Service Manager or custom drop down fields that have been added to a custom form
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
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<br><br><br><br><br><br>
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[[File:AnalyticsCard.png|300px|link=Advanced Analytics]]
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== [[Service Manager Translations|Translations]] ==
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[[File:TranslationsCard.png|right|Service Manager Translations]]
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[[File:ReortsCard.png|300px|link=Reports]]
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The Translations show the entire range of terms that can be translated within Service Manager.
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<br><br><br><br><br><br><br>
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[[File:entityviewercard.png|300px|link=Application Entity Viewer]]
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[[File:smemailcard.png|300px|link=https://docs.hornbill.com/servicemanager-config/email/routing-rule-templates/]]
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| style="width:250px; border:2px solid #AAA; padding:1em;" |
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[[File:smconfigurationcard.png|300px|link=Service Manager Config]]
  
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== [[Service Manager Advanced Analytics|Advanced Analytics]] ==
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[[File:AnalyticsCard.png|right|Service Manager Analytics]]
 
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Create measures, widgets, and dashboards
 
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::* Measures
 
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::* Widgets
 
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::* Dashboards
 
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<br><br><br><br>
 
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== [[Service Manager Reports|Reports]] ==
 
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[[File:ReortsCard.png|right|Link=|Service Manager Reports]]
 
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Design Service Manager reports
 
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<br><br><br><br><br><br><br>
 
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== [[Application Entity Viewer]]
 
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[[File:entityviewercard.png|right|Application Entity Viewer]]
 
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== [[Routing Rule Templates|Email]] ==
 
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[[File:smemailcard.png|right|Service Manager Reports]]
 
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Configure options for Email use within Service Manager
 
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<br><br><br><br><br><br><br>
 
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== [[Service Desk Administration|Service Desk]] ==
 
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[[File:smservicedeskcard.png|right|Service Desk]]
 
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Configure options for your Service Desk
 
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<br><br><br><br><br><br><br>
 
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== Configuration ==
 
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[[File:smconfigurationcard.png|right|Service Desk]]
 
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::* [[Service Manager Relationships | Relationships]]
 
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::* [[Global Request Sub-statuses|Request Sub-statuses]]
 
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[[Category:Administration]]
 

Revision as of 22:54, 26 February 2024

Home > Configuration > Service Manager Index

Introduction

The Service Manager Administration provides details of the configuration options for Service Manager which can be configured within the Administration portal.


Related Articles

RolesCard.png

BusinessProcessCard.png

ProgressiveCaptureCard.png

AutoTaskCard.png

ManageAppSettingsCard.png

SimpleListsCard.png

TranslationsCard.png

AnalyticsCard.png

ReortsCard.png

Entityviewercard.png

Smemailcard.png

Smconfigurationcard.png

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