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SummitAI Service Management Help

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titleService Request Management

Service Request Management 1

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titleConcepts

Service Request Status 1

Response Time Vs. Resolution Time

Service Entitlement

SLA, OLA, and UC

Work Orders

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titleEnd Users

End Users

End User Dashboard

Viewing My Service Requests List

My Entitlements 2

Logging Service Requests 2

Viewing/Updating My Service Requests (SRs)

Approving Service Requests 1

Viewing and Updating My Cart Items 1

CSAT Survey

Logging Service Requests without Catalog 1

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titleAnalysts

Analysts

Logging Service Requests for Users

Viewing Updating My Workgroup Service Requests 1

Viewing/Updating Service Request Details

Viewing Service Request History

Managing My Service Requests (SRs)

Creating/Updating Views

Feedback Moderation

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titleAdministrators

Configuring Service Request Management Module

Configuring Custom Fields

Configuring Classification

Configuring Closure Codes

Configuring Checklist

Configuring Resolution Codes

Configuring Pending Reasons

Configuring Work Order- Catalog Mapping 1

Configuring Impact

Configuring Priority

Configuring Priority Matrix

Configuring Workgroup SLA Window

Configuring SLA Service Windows 1

Configuring SLA Matrix 1

Configuring Urgency

Configuring User Types 1

Copying Data from Incident Management 1

Configuring Information Ticker

Configuring Approver Reminder 1

Configuring End User SR Details Page 1

Configuring Feedback

Configuring Catalog Approvers 1

Configuring SR E-mail Notifications 1

Configuring SR SMS Notifications 1

Recertifications

Configuring Application 1

Mapping Application to User

Configuring Recertification Period 1

Recertification Review

Configuring Feedback Questions

Configuring Feedback Questions in Different Languages 1

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titleReports

Viewing Reports

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The Users with Express edition license can log an SR without using Service Catalog.

To log Service Request(s):

  1. Click Request > User > New Service Request. NEW SERVICE REQUEST page is displayed.

    NEW SERVICE REQUEST page
    Figure: NEW SERVICE REQUEST page

  2. Fill in the required details and click SUBMIT. For more information about the fields on the NEW SERVICE REQUEST page, see Field Description.

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Field Description
Field Description
Field Description

The following table describes the fields on the NEW SERVICE REQUEST page.

Field

Description

Workgroup

Select the required Workgroup in the drop-down list.

Category

Click  and select the category in the list.

Subject

Type in the subject of the Service Request.

Description

Type in the description of the Service Request.

Attachment

Click Upload icon and upload the related files.

Note
titleNote:

The Service Request logged without using the Service Catalog does not require any Approval.


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