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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 Analysts need to specify a Pending Reason when they change the status of a Service Request (SR) to Pending. You can define the Pending Reasons for SRs under a Tenant based on the organization’s requirements.

To configure Pending Reasons:

  1. Select Request > Configuration > Service Request Masters > Pending Reason.
  2. On the PENDING REASON page, click ADD NEW on the ACTIONS panel.
  3. Select the Tenant and type in the Pending Reason in the Pending Reason Name text box. If you select the Active check box, the Pending Reason becomes an available option in the Pending Reason list on the other pages of the application. If you are configuring Pending Reasons for a Tenant for the first time, COPY RECORDS FROM INCIDENT MANAGEMENT icon is present on the ACTIONS panel to copy the records from Incident Management module (see: Copying Data from Incident Management 1).
  4. Click SUBMIT. A new Pending Reason is configured.

    Figure: PENDING REASON page

ACTIONS

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

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Pending Reasons configured for the selected Tenant.
PENDING REASON page
Figure: PENDING REASON page: List of pending reasons

  • To edit a Pending Reason, click the Pending Reason. Make appropriate changes and click SUBMIT.
  • To display the inactive Pending reasons, click the Include Inactive check box.

Note
titleNote:

When the Pending Reasons are displayed under the LIST table, the button ADD NEW and IMPORT are displayed on the ACTIONS panel.

  • Click ADD NEW to configure a new Pending Reasons.
  • Click IMPORT to update or create multiple Pending Reasons, 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 PENDING REASON page. For more information see Importing Master Template Gen.


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