Difference between revisions of "Service Manager Priorities"

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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''.  
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__NOTOC__[[Main Page|Home]] > [[Service Manager]] > Priorities
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:# Select the Service Desk [[File:Service_Desk.png| 16px | Service Desk]] on the [[What_is_the_Navigation_bar? |navigation bar]] and then Administration
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<br>
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:# 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
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<br>
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:# To delete a priority select the priority and then the red ‘X’ to the right.
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Hornbill Service Manager is delivered with three out-of-the-box Priorities; High, Medium, and Low. 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.
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<br>
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==Accessing Priorities==
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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.
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<br>
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[[File:SM_Menu_Services.png‎|center|Navigating to Priorities]]
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<br>
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Click on the Priorities tab to see the list of the existing Priorities
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<br>
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==Creating a new Priority==
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:# Click the "+ Create Priority" button located towards the right hand side of the screen.
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:# Provide a name for your new Priority and confirm by clicking "Create Priority"
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:# The new Priority will now appear in the Priority list
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<br>
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[[File:SM Create New Priority.png|center|Creating your New Priority]]
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==Priority Order==
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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.
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[[File:SM Move Priority.png|center|Creating your New Priority]]
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==Deleting a Priority==
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To delete a priority, click the ''''x'''' that appears when hovering your mouse pointer over the Priority.

Revision as of 11:35, 28 September 2015

Home > Service Manager > Priorities

Hornbill Service Manager is delivered with three out-of-the-box Priorities; High, Medium, and Low. 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.

Navigating to Priorities


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

Creating a new Priority

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


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.

Creating your New Priority

Deleting a Priority

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

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