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SummitAI Service Management Help

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You can configure the Head of Tenant (HOD) details for various units or groups in an organization. You can configure HOD names based on Customer types or Locations or any other parameter. You can configure the Approver names for different types of Services. You can specify the levels of approval required from the management team members for a specific type of a Service Request (SR) from the End Users.

To configure HOD:

  1. Select Catalog > Configuration > HOD.
  2. On the HOD page, click ADD NEW on the ACTIONS panel.
  3. Type in the new HOD details. For information about the fields on the HOD page, see Field Description.
  4. Click SUBMIT. A new HOD is configured. 


Figure: HOD page

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Field Description
Field Description
Field Description

The following table describes the fields on the HOD page:

Field

Description

DETAILS

Attribute Name

Select an attribute name from the list.

Attribute Value

Select an attribute name from the list.

HOD

Type in a name of the person, who is the head of the Tenant for the selected customer/location. As you type in the name of the person the matching names are displayed in the list. Select an appropriate name from the list. To search for an appropriate person name, click the Select User icon. For information about searching users, see Searching Users.

Active

Indicates the status set for a HOD.

  • If selected, the HOD becomes an available option on the other pages of the application.
  • If not selected, the HOD becomes an inactive value. The inactive HOD is not displayed in the HOD list on the other pages of the application.

ACTIONS

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

SHOW LIST

Click SHOW LIST to display the LIST table showing all the HOD configured for the selected Tenant.

Figure: HOD page: List of HODS

  • To edit a HOD, click the Attribute Value. Make appropriate changes and click SUBMIT.
  • To display the inactive HOD values, click the Include Inactive check box.
Note
titleNote:

When the configured HODs are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new HOD.

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