Service Manager Configuration

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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 Service Manager Service Portal

Roles

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.

• Service Manager Roles
• Create Roles
• View Role Details
• Assigning Users to Roles
• Managing rights and access for each Role

Progressive Capture

The Progressive Capture in Service Manager is used to collect information when capturing or raising a request.

• Service Manager Progressive Capture Forms
• Default Progressive Capture Scripts
• Settings

Business Process Workflow

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.

• Default Business Process Workflows
• Settings

Settings

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.

Simple Lists

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

Translations

The Translations show the entire range of terms that can be translated within Service Manager.

Advanced Analytics

Create measures, widgets, and dashboards

• Measures
• Widgets
• Dashboards

Reports

Design Service Manager reports

• Entity, Measure and SQL Designer Options
• Output Options - PDF, CSV, XLS, XLSX
• Schedule Distribution to Document Manager

Application Entity Viewer

View Entity and Schema structures and documentation

• Entity Viewer
• Schema Viewer

Email

Configure options for Email use within Service Manager

Service Desk

Configure options for your Service Desk

Configuration

• Relationships
• Request Sub-statuses
• Assessments