Difference between revisions of "Service Manager Priorities"

Revision as of 01:17, 11 January 2019

Home > Applications > Service Manager > Service Portfolio > Priorities

Introduction

Hornbill Service Manager is delivered with four out-of-the-box Priorities; High, Medium, Low, and None. If you find these are not suitable for your needs, it is possible to add and delete them as required. At present, there is just one set of Priorities used across all Services, Teams, and Request Types.

Accessing Priorities

Priorities are accessed via the "Services" menu item under the Hornbill Service Manager Menu. The "Services" menu item is only exposed if you have the "Services Manager" role associated to your User account.

Click on the Priorities tab to see the list of the existing Priorities

Creating a new Priority

Click the "+ Create Priority" button located towards the right hand side of the screen.
Provide a name for your new Priority and confirm by clicking "Create Priority"
The new Priority will now appear in the Priority list

Priority Order

As you can see, any new priority is appended to the bottom of the list. To adjust the order, hover your mouse cursor over the priority until the cursor changes. Click and hold while dragging the priority to the desired location in the list and release.

Priority Colour

Each priority can have one of 4 colour options applied to it. These colours allow the priority to stand out within the request list. Colours include None, Green, Orange, and Red.

Deleting a Priority

To delete a priority, click the 'x' that appears when hovering your mouse pointer over the Priority.

@@ Line 1: / Line 1: @@
-You need to have a specific role in Service Manager to set up or amend Priorities. For a new instance this will role will be the ''Service Desk Manager''.
+<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;">
-:# Select the Service Desk [[File:Service_Desk.png| 16px | Service Desk]] on the [[What_is_the_Navigation_bar? |navigation bar]] and then Administration
+__NOTOC__
-:# On the priorities tab you can add a new priority by selecting the ‘+’ symbol and giving it a name. The new priority will go to the end of the list (lowest). You can then drag the new priority to its relative position with other priorities
+{| style="width:100%"
-:# To delete a priority select the priority and then the red ‘X’ to the right.
+|[[Main Page|Home]] > [[Applications]] > [[Service Manager]] > [[Service Portfolio]] > Priorities
+|style="text-align:right;"|[[:Category:Service Manager Administration|Index]]
+|}
+</div>
+{|style="width: 100%"
+|- valign="top"
+|style="width:73%"|
+== Introduction ==
+Hornbill Service Manager is delivered with four out-of-the-box Priorities; High, Medium, Low, and None. If you find these are not suitable for your needs, it is possible to add and delete them as required. At present, there is just one set of Priorities used across all Services, Teams, and Request Types.
+|style="width:5%"|
+|
+|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|
+== Related Articles ==
+:* [[Service Levels]]
+|}
+==Accessing Priorities==
+Priorities are accessed via the "Services" menu item under the Hornbill Service Manager Menu. The "Services" menu item is only exposed if you have the '''"Services Manager"''' role associated to your User account.
+<br>
+[[File:SM_Menu_Services.png‎|center|Navigating to Priorities]]
+<br>
+Click on the Priorities tab to see the list of the existing Priorities
+<br>
+==Creating a new Priority==
+:# Click the "+ Create Priority" button located towards the right hand side of the screen.
+:# Provide a name for your new Priority and confirm by clicking "Create Priority"
+:# The new Priority will now appear in the Priority list
+<br>
+[[File:SM Create New Priority.png|center|Creating your New Priority]]
+==Priority Order==
+As you can see, any new priority is appended to the bottom of the list. To adjust the order, hover your mouse cursor over the priority until the cursor changes. Click and hold while dragging the priority to the desired location in the list and release.
+[[File:SM Move Priority.png|center|Creating your New Priority]]
+== Priority Colour ==
+Each priority can have one of 4 colour options applied to it.  These colours allow the priority to stand out within the request list. Colours include None, Green, Orange, and Red.
+==Deleting a Priority==
+To delete a priority, click the ''''x'''' that appears when hovering your mouse pointer over the Priority.