Approving and Publishing Service Catalog

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Last updated: Apr 23, 2024 by Shilpa K (Deactivated)Version comment

SummitAI Service Management Help

Service Catalog Management

If you are a Service Catalog Approver, you need to approve and publish the Service Catalogs so that they are available to all the users for logging Service Requests (SRs). For information about logging Service Requests, see Logging Service Requests and Logging Service Requests for Users topics in Service Request Management.

To approve and publish Service Catalog:

  1. Select Catalog > User > Approve Service Catalog.
  2. On the APPROVE SERVICE CATALOG page, a list of all the Service Catalogs pending for your approval is displayed. You can also click the Filters icons and specify the filter criteria to view the list of Service Catalogs pending for your approval.

    APPROVE SERVICE CATALOG

    Figure: APPROVE SERVICE CATALOG page

    Note:

    Click ADD NEW to create a new Service Catalog. For information about creating new Service Catalogs, see Creating Service Catalogs.

  3. Click the ID of the Service Catalog item you want to approve.
  4. On the APPROVE SERVICE CATALOG page, fill in the required details and click SUBMIT. For more information about fields on the APPROVE SERVICE CATALOG page, see Field Description.

   APPROVE SERVICE CATALOG

    Figure: APPROVE SERVICE CATALOG page

Field Description

The following table describes the fields on the APPROVE SERVICE CATALOG page:

Field

Description

DETAILS

Tenant

Displays the Tenant of the Service Catalog Item.

Category

Displays the Category of the Service Catalog Item.

Name

Displays the name of the Service Catalog Item.

Catalog Type

Displays the type of the Service Catalog Item.

Owner Workgroup

Displays the Owner Workgroup of the Service Catalog Item.

Global Catalog Item

If selected, the Service Catalog Item is a Global Service Catalog Item.

Description

Displays the description of the Service Catalog Item.

Approval Status

Lists the configured status options. Select an approval status from the list.

  • Approved: If selected, the Service Catalog request is approved by the Approver.
  • Published: If selected, the Service Catalog request is approved and published by the Approver.
    Note: The Service Catalog item is available to the users only after the Service Catalog item is published by the Approver.
  • Maintenance: If selected, the Service Catalog request is under maintenance and is not available to the users.

Enable Service Request

If this check box is selected, the service under this Service Catalog Item becomes available to the users for logging a Service Request. If selected, the following options are enabled:

  • Applicable Locations: Displays a list of all the available locations. Select the locations where you want this Service Catalog Item to be available to the users while logging Service Requests.
  • Applicable Customers: Displays a list of all the available customer. Select the customers who should have this Service Catalog Item as available option while logging Service Requests.
  • Applicable User level: Displays a list of all the available user levels. Select the user level that should have this Service Catalog Item as available option while logging Service Requests.
  • Applicable User Type: Displays a list of all the available user types. Select the user type which should have this Service Catalog Item as available option while logging Service Requests.

Support Logging On Behalf of Other Users

If selected, the Service Request can be logged on behalf of other users who do not have access to the catalog. 

This functionality is available for Analyst (Manage Service Request > New Service Request for User) and End User (User > New Service Request) while logging an SR. 

For more information, refer to Logging SRs for Users and Logging Service Requests.

Enable Service Entitlement

If selected, the Services under this Service Catalog Item will not require any approval. The following options are enabled:

  • Entitle Locations: Displays a list of all the available locations. Select the locations where the Services under this Service Catalog becomes Entitled Service for the users.
  • Entitle Customers: Displays a list of all the available customers. Select the customers for whom the Services under this Service Catalog becomes Entitled Service.
  • Entitle User Level: Displays a list of all the available user-levels. Select the user-level for which the Services under this Service Catalog becomes Entitled Service.
  • Entitle User Type: Displays a list of all the available user types. Select the user-type for which the Services under this Service Catalog becomes Entitled Service.
Golden Catalog Mapping

Select the Available Golden Catalogs that you want to map with the current Catalog and click the Right Arrow to move the selected Golden Catalogs to the Mapped Golden Catalogs.

Using the Search text box, you can also Type and search for the Catalogs to be mapped with the current Catalog.

Note: This Golden Catalog Mapping is available when you enable the Enable Golden Catalog Mapping check box on the TENANT page. For more information about Tenant configuration, see Configuring Tenant topic in SummitAI Platform. 

Number of Approvals

Displays the number of approvals for the Service Catalog Item.

Workflow

Displays the Approval Workflow.

Catalog Image

Click the Upload icon to browse and upload the catalog image.

Active

Indicates the status of the Service Catalog Item.

  • If selected, the Service Catalog Item is active.
  • If not selected, the Service Catalog Item is inactive.

Quantity

Displays the option selected for the field in Additional Info tab of FORM BUILDER page. This option is displayed as a label name on NEW SERVICE REQUEST page.

Cost

Displays the option selected for the field in Additional Info tab of FORM BUILDER page. This option is displayed as a label name on NEW SERVICE REQUEST page.

Recurring Charges

Displays the option selected for the field in Additional Info tab of FORM BUILDER page. This option is displayed as a label name on NEW SERVICE REQUEST page.

PORTFOLIO RECORDS

Displays the Service Portfolio Records for the Service Catalog Item.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the APPROVE SERVICE CATALOG page.

SORT ORDER

Click SORT ORDER to sort the Details field values on the NEW SERVICE REQUEST FOR USER page.

CHANGE HISTORY

Click CHANGE HISTORY to view the various changes that occurred on the Service Catalog and Service Catalog attributes.

 CATALOG ITEM HISTORY pop-up page

 Figure: CATALOG ITEM HISTORY pop-up page

WORKFLOW

Click to view or configure workflow for the Service Category. For information about configuring Workflows, see Configuring SR Approval Workflow.

EDIT CATALOG

Click to update the Service Catalog. For information about updating Service Catalogs, see Viewing and Updating Service Catalogs.