Difference between revisions of "Service Manager Priorities"

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You need to have a specific role in [[What_is_Service_Manager? |Service manager]] to setup or amend Priorities. For a new instance this will role will be the Service Desk Manager (TBC).  
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This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-config/administration/assessment-levels#priority Hornbill Document Library].
:# Select the Service manager icon (TBC) on the [[What_is_the_Navigation_bar? |navigation bar]] and then Administration
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:# On the priorities tab you can add a new priority by selecting the +’ icon 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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[[file:hornbill-document-library.png|Service Manager Priorities|link=https://docs.hornbill.com/servicemanager-config/administration/assessment-levels#priority]]
:# To delete a priority select the priority and then the red ‘X’  to the right. Recalculate the matrix if you are using it.
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{| style="width:100%"
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|[[Main Page|Home]] > [[Applications]] > [[Service Manager]] > [[Service Portfolio]] > Priorities
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|style="text-align:right;"|[[:Category:Service Manager Administration|Index]]
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== Introduction ==
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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.
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== Related Articles ==
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:* [[Service Levels]]
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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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== Priority Colour ==
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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.
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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.
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[[Category:Service Manager]]
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Latest revision as of 17:46, 12 April 2024

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

Service Manager Priorities