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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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You can configure which are the fields to be displayed on the SERVICE REQUEST DETAILS page for the End Users. Based on the configuration, only the selected fields appear to the End User in the same sort order.

To Configure End User SR Details Page:

  1. Select Request > Configuration > Service Request Masters > End User SR Details Page.
  2. On the END USER SR DETAILS page, select the Tenant.
  3. Select the Customer name in the Customer list box. Select the Active check box, if you want to make the configuration active.
  4. Drag and drop the attributes to the highlighted box. The attributes kept in the highlighted box do not appear on the SERVICE REQUEST DETAILS page. Only the attributes on the left side appear on the SERVICE REQUEST DETAILS page according to their sort order.
  5. Click SUBMIT.

    End User SR Details page
    Figure: End User SR Details page

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the END USER SR DETAILS page:

SHOW LIST

Click SHOW LIST to view the list of configured customers.


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Release Notes | Installation Guide | Other Documents