Difference between revisions of "Service Manager Relationships"

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== Introduction ==
 
== Introduction ==
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The Request Sub-statuses lets you define a number of descriptive states of a request that are related to the request being either ''Active'' or ''On-hold''.  Using the Sub-status can help control the situations under which a request is put On-hold or made Active again. An example of an On-hold Sub-status might be ''With Customer'' which when selected could place the request's status to On-hold and stop any allocated Service Level Target timers.
 
  
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[[File:Information.png|14px|text-top|Information]] The Sub-statuses defined here are global and will be visible to all the selected Request Types.  Service based sub-statuses can be configured within the Service form for a particular service.
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The Service Manager Relationships allows you to define the different types of available relationships that can be used when linking different entities such as requests, services, assets, and more.
 
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== Related Articles ==
 
== Related Articles ==
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:* [[Link_Action_Item|Link Action Item]]
 
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== Relationship Types == {{#ev:youtube|yYVDj6vy34s|400|right}}
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== Introduction == {{#ev:youtube|yYVDj6vy34s|300|right}}
 
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The Service Manager Relationships allows you to define the different types of available relationships that can be used when linking different entities such as requests, services, assets, and more.
 
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== Relationship Types ==
 
 
Relationship Types are defined terms that can be used for the creation of Relationship Links.  When creating a Relationship Type consider the types of two way relationships that you would like to describe when liking two entities. As these will be used to create a relationship link, consider defining an opposite relationship type for each one created
 
Relationship Types are defined terms that can be used for the creation of Relationship Links.  When creating a Relationship Type consider the types of two way relationships that you would like to describe when liking two entities. As these will be used to create a relationship link, consider defining an opposite relationship type for each one created
  
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* Choose the '''+''' button to add a new Relationship Link
 
* Choose the '''+''' button to add a new Relationship Link
 
* Choose the '''Feature''' which the new Relationship Link will be available for:
 
* Choose the '''Feature''' which the new Relationship Link will be available for:
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:* '''Request to Service''' - When linking additional Services to a Requests  
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:* '''Request to Service''' - When linking additional Services to Requests  
 
:* '''Request to Request''' - When linking Requests to Requests
 
:* '''Request to Request''' - When linking Requests to Requests
 
:* '''All''' - Available for all Linking Features
 
:* '''All''' - Available for all Linking Features
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* '''Reverse''' - Choose another Relationship Type, which will be a direct reverse for the above Relationship
 
* '''Reverse''' - Choose another Relationship Type, which will be a direct reverse for the above Relationship
  
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Examples
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'''Examples'''
  
 
* Caused By > Causes
 
* Caused By > Causes
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* '''Search''' - Use the quick filter to search for specific Relationship Links
 
* '''Search''' - Use the quick filter to search for specific Relationship Links
 
* '''Filter''' - Refine the displayed Relationship Links by All, Active or Deactivated  
 
* '''Filter''' - Refine the displayed Relationship Links by All, Active or Deactivated  
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* '''Active''' - Mark a Relationship Link as deactivated, by sliding the Active toggle off.  This will prevent the Relationship Link from being available for selection in Service Manager
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* '''Active''' - Mark a Relationship Link as deactivated, by sliding the Active toggle '''Off'''.  This will prevent the Relationship Link from being available for selection in Service Manager
 
* '''Delete''' - If the Relationship Link has not been used in Service Manager, it can be deleted using the '''Trash Can''' icon
 
* '''Delete''' - If the Relationship Link has not been used in Service Manager, it can be deleted using the '''Trash Can''' icon
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[[Category:Service Manager]][[Category:Videos]]

Revision as of 20:46, 15 June 2017

Home > Administration > Service Manager > Configuration > Service Manager Relationships

Introduction

The Service Manager Relationships allows you to define the different types of available relationships that can be used when linking different entities such as requests, services, assets, and more.

Related Articles

== Relationship Types ==

Relationship Types are defined terms that can be used for the creation of Relationship Links. When creating a Relationship Type consider the types of two way relationships that you would like to describe when liking two entities. As these will be used to create a relationship link, consider defining an opposite relationship type for each one created

Translations

Create Relationship Types in any additionally required languages.

  • Open an existing Relationship Type, and use the Add Translation button to choose the language you you wish to create the translation for, and then either use the Translate option to use Google's Translate service to suggest a translation of the relationship type, or enter the translation in the Relationship Type field

Edit

Change the display name of the Relationship Type by opening and editing the Relationship Type. Any changes will be inherited by any Relationship Links which are using the Relationship Type.

Relationship Links

The Relationship Links lets you join or associate Relationship Types that will work together to describe the relationship between two entities.

Add

  • Choose the + button to add a new Relationship Link
  • Choose the Feature which the new Relationship Link will be available for:
  • Request to Service - When linking additional Services to Requests
  • Request to Request - When linking Requests to Requests
  • All - Available for all Linking Features
  • Relationship - Choose one of the defined Relationship Types
  • Reverse - Choose another Relationship Type, which will be a direct reverse for the above Relationship

Examples

  • Caused By > Causes
  • Impacted > Impacted By
  • Fixes > Fixed By

Manage

  • Search - Use the quick filter to search for specific Relationship Links
  • Filter - Refine the displayed Relationship Links by All, Active or Deactivated
  • Active - Mark a Relationship Link as deactivated, by sliding the Active toggle Off. This will prevent the Relationship Link from being available for selection in Service Manager
  • Delete - If the Relationship Link has not been used in Service Manager, it can be deleted using the Trash Can icon
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