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SummitAI Service Management Help

You can view the list of Service Request (SRs) logged for you.

To view the list of Service Requests:

  1. On the USER DASHBOARD page (Dashboard menu), click OPEN REQUESTS under SERVICE REQUEST. Alternatively, select Request > User > My Service Requests.
  2. On the MY SERVICE REQUESTS page, you can view the list of SRs logged for you (Tile view or Tabular view). You can view basic details about SRs, such as SR ID, SR logging date and time, status of the SR, the Workgroup, Approval status, Category, Catalog Item for which SR is logged and so on.

    MY SERVICE REQUESTS (Tile view)
    Figure: MY SERVICE REQUESTS (Tile view)

    MY SERVICE REQUESTS (Tree view)
    Figure: MY SERVICE REQUEST (Tabular  view)

    Note:

    The fields on this page are configurable. You can select the fields you want to be displayed on this page using CONFIGURE COLUMNS icon on the ACTIONS panel of the page.

Extending Service Request Period

You can also extend the Service Request period if required. This option is available to you if the Administrators have configured the Enable Service Validity option (see: SummitAI Platform Online Help).

To extend a Service Request period:
  1. On the MY SERVICE REQUESTS page, click  the Extend icon icon  to extend the Service Request period.

    Extend Service Period link
    Figure: Extend Service Period link

  2. An action confirmation message is displayed. Click OK.

    Action Confirmation-Extend Service Period
    Figure: Action Confirmation-Extend Service Period

    Extension of Service Request For page
    Figure: Extension of Service Request For page

  3. Select the required date in the To Date field till which you want to extend the Service. Click SUBMIT.


ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the MY SERVICE REQUESTS page.

 FILTERS

Filters

Click the Filters icon to specify a particular filter criteria to display the SRs. On clicking the Filters icon, the FILTERS pop-up page is displayed. Specify the filter criteria and click SUBMIT.

FILTERS pop-up page
Figure: FILTERS pop-up page

The following table describes the fields on the FILTERS page:

Field

Description

Tenant

Select the Tenant from the list.

Status

Select the status of the SRs from the list.

Service Request ID

Specify the SR ID range in the From and To fields.

Log Time

Specify the SR log time date range in the From and To fields.

 CONFIGURE COLUMNS

Click CONFIGURE COLUMNS to customize the columns on the page, see Personalizing Pages.

 NEW SERVICE REQUEST

Click NEW SERVICE REQUEST to create a new Service Request. For more information,see Logging Service Requests (SRs).


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