Creating Information Service Catalogs

Owned by Enterprise IT
May 10, 2024

SummitAI Service Management Help

Service Catalog Management

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: 

  1. Select Catalog > User > Create Service Catalog. 
  2. 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

  3. 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


  4. Click NEXT. Under the FORM BUILDER tab, you can add the required information using rich-text box.


    Figure: FORM BUILDER: FORM BUILDER tab

  5. Click NEXT. Under the PREVIEW tab you can view the information that you added. Click NEXT.


    Figure: FORM BUILDER: PREVIEW tab

  6. 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.


  7. 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 and Updating Service Catalogs.