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SummitAI Service Management Help
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You can create and publish Information Service Catalogs for a Tenant that only provides information, such as a knowledge article.
To create Information Service Catalogs:
- Select Catalog > User > Create Service Catalog.
- On the FORM BUILDER page, under the FORM DETAILS tab, Service Catalog Management is selected from the Module list.
Figure: FORM BUILDER: FORM DETAILS tab Fill in the other required details as described in the following table:
Field
Description Module
Select the Module name from the drop-down list.
Purpose
Select the Purpose from the drop-down list.
Tenant
Select the Tenant name from the drop-down list.
Category
Select a Category from the list.
Owner Workgroup
Select the owner of the Workgroup from the drop-down list.
Catalog Name
Type in the name for the Information Item.
Tile Color
Select a color for the Tile.
Catalog Type
Select the Service Catalog type from the drop-down list.
Description
Type in the description of the Information Item.
Keywords
Specify the keywords for the Information Item.
Global Catalog Item
If this check box is selected, the Information item is available to all the Tenants.
Note: Global Catalog Items can be created under a Global Category.Link to another Category
If this check box is selected, you can select additional categories under which the catalog item needs to be displayed in addition to the parent category
Click NEXT. Under the FORM BUILDER tab, you can add the required information using rich-text box.
Figure: FORM BUILDER: FORM BUILDER tab- Click NEXT. Under the PREVIEW tab you can view the information that you added. Click NEXT.
Figure: FORM BUILDER: PREVIEW tab Under the ADDITIONAL INFO tab, you can configure the other additional information, such as Catalog Item image, Dependency Diagram, Business Agreement, SLA and OLA information, Access Instructions, and Attachment for Information Item.
Field
Description
ATTACHMENTS
Catalog Item Image
Click Upload icon to upload the Catalog Item image.
OLA Information
Click Upload icon to upload the OLA information document.
Dependency Diagram
Click Upload icon to upload the dependency diagram.
Access Instructions
Click Upload icon to upload the access instructions document.
Business Agreement
Click Upload icon to upload the business agreement document.
SLA Information
Click Upload icon to upload the SLA information document.
Attachment for Information Item
Click Upload icon to upload the SLA information item document.
Vendor Dependent
Select this check box if there is any Vendor dependency. A list containing the list of Vendor names is displayed. Select the name of the Vendor from the list.
Active
Indicates the status of the Service Catalog
- If selected, the Service Catalog is available on the Service Catalog list page.
- If not selected, the Service Catalog item is not displayed on the Service Catalog list page.
Click SAVE. A pop-up message is displayed. The Information Item needs to be approved and published by the Approvers for it to be available to the users.
Figure: FORM BUILDER: ADDITIONAL INFO tab
ACTIONS
This section explains all the icons on the ACTIONS panel of the FORM BUILDER page.
SHOW LIST
Click SHOW LIST to view the configured Service & Informational Catalogs under the LIST table for the selected Tenant and Category. You can view the configured Service Catalogs in Tree view and Carousel view.
- Click to view the Service Catalogs in the Tree view.
- Click to view the Service Catalogs in the Carousel view.
The colored line on the name of the Service Catalog (in Tree view) indicates the status of the Service Catalog:
- Blue: Designed
- Green: Published
- Orange: Maintenance
- Red: Inactive
To edit a Service Catalog, click the Service Catalog Name. Make the required changes and click SAVE. For more information about updating Service Catalogs, see Viewing/Updating Service Catalogs.
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