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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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Expand
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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Classification is the nature of the issues raised by the End Users in an organization. The Service Requests (SRs) raised by the End Users are identified using these Classifications while resolving the SRs. You can add and modify Classification details for SRs under a Tenant.

To configure Classification:

  1. Select Request > Configuration > Service Request Masters > Classification.
  2. On the CLASSIFICATION page, select the Tenant. A list of all the configured Classifications for the selected Tenant is displayed under the DETAILS section.

    Figure: CLASSIFICATION page

    Note
    titleNote:
    • The Green color code indicates a default Classification.
    • The Red color code  indicates a deactivated Classification.
    • The Yellow color code indicates a new Classification.
  3. Right click on any of the configured Classifications, a pop-up list with the following options is displayed:

    • Create Root Node: Click this option to create a new Root Node/Classification. A new Node/Classification is created at the top of the configured Node list.

    • Create Child Node: Click this option to create a Child Node/Classification. A Child Node/Classification will be created for the Node/Classification on which you have right clicked.

    • Rename: Click this option to rename a Node/Classification.

    • Deactive: Click this option to deactivate a Node/Classification.

    • Set as Default: Click this option to set a Node/Classification as Default Node/Classification.

  4. Click SUBMIT to save the changes.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CLASSIFICATION page.

EXPAND ALL

Click EXPAND ALL to expand all the configured classifications.
To display the inactive Classifications, click the Include Inactive check box.

Note
titleNote:

When the expanded Classification list are displayed under the DETAILS section, the COLLAPSE ALL action is displayed on the ACTIONS panel. Click COLLAPSE ALL to collapse the Classification list.


IMPORT

Click IMPORT to update or create multiple Classifications importing the Master Excel template. Upon clicking IMPORT, you will be redirected to the EXCEL MASTERS IMPORT page, where you can download the excel template and fill the required data to update in the CLASSIFICATION page. For more information see Importing Master Template.

SORT ORDER

Click SORT ORDER to sort the Classification and Category field values on the NEW SERVICE REQUEST page.




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