Summit Elbrus SP3 HF03 Release Notes
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Audience
This document is useful for Administrators, Analysts, and Requestor/End User of the application for configuring, monitoring, and executing tasks using the IT Service Management Suite.
Improvements
In Elbrus Patch Release Notes, the following improvements are introduced:
Issue # | Issue Description | Scenario | Resolution |
|---|---|---|---|
141645 | The Requestor/End User is allowed to upload attachments and provide remarks, which Approvers then view, upload, and download. The Requestor/ End User, and Approver in the approval group see the attachments but they cannot edit or download them. Actions are not recorded in the change history. | Prerequisite: Create a new Service Request Catalog and log the Service Request under the same Catalog Select Enable the attachment control check box in the catalog configuration. For detailed steps, refer the following links: Create Service Catalog (Admin) Create New Service Request (Requestor/End User) | The Service Catalog is created with Enable the Attachment Control option where Requestor/End User and Approvers can upload, view, and download the attachment and provide remarks for the Service Request. All the Approval Attachment Grid details are displayed for Requestor/End User and the Approver. All the changes done by Requestor/End user and Approver are displayed under Change History Analyst is able to view the Attachment Grid details on Service Catalog details page. |
In Elbrus Patch Release Notes, the following new features are introduced:
Feature name | Feature Description | Feature Benefits |
|---|---|---|
Mark Assets as Reusable User persona: Analyst / End User | Mark Assets for reusability and optimize resource utilization by promoting the reuse of assets. For more details, refer to the following link: | Beneficial for cost savings Efficient allocation of resources Optimize resources and minimize unnecessary asset acquisitions |
Feature name | Feature Description | Feature Benefits |
|---|---|---|
Asset Reusability User persona: Admin / Analyst / End User / Approver | Asset reusability maximizes value by utilizing existing assets for multiple purposes, reducing the need for new purchases. This feature helps you in: Searching and booking assets for reusability. | Beneficial for cost savings Efficient allocation of resources Optimize resources and minimize unnecessary asset acquisitions |
Feature name | Feature Description | Feature Benefits |
|---|---|---|
Send Reminder Mail to Temporary Asset Owner User persona: Analyst / End User | A reminder can be sent to the temporary asset owner when the asset return date gets closer. For more details, refer to the following link. | Reduced Overdue Asset Streamlined Processes Resource Allocation |
Feature name | Feature Description | Feature Benefits |
|---|---|---|
Mail notification to Requestor and Approvers User persona: Analyst / End User | In Asset Reusability, four new email notification templates have been introduced to notify asset owners when requestors seek the allocation of reusable assets. For more information, refer Mail notification to Requestor and Approvers. | Enhance communication in asset management Reducing ambiguity |
Prerequisites
Persona: Admin
Create a Service Catalog from the Service Catalog Management Module.
On the ADDITIONAL INFO tab, select the Enable the Attachment Control check box in the catalog configuration.
Note: For the catalogs created, without enabling the Enable the Attachment Control check box, the requests created under that catalog will not have approver attachment controls.
Create Service Catalog: Persona (Admin)
To create Service Catalog, perform the following steps:
Navigate to Catalog > Create Service Catalog.
Figure: Create Service Catalog
On the ADDITIONAL INFO tab select the Enable the Attachment Control check box in the catalog configuration.
Figure: Enable the Attachment Control
Click Save, to create the Service Catalog.
Create New Service Request: Persona (Requestor/End User)
To create a new Service Request, perform the following steps
1.Navigate to Request > New Service Request.
Figure: New Service Request
Create a New Service Request. While creating the Service Request, the Requestor/End User must select the relevant Service Catalog to the requirement.
Click Submit to submit the Service Request.
Note: A Service Request has multi-level work approvals.
Approve Service Request: Persona (Approver)
To approve Service Request, perform the following steps:
Navigate to Request > Approve Service Request.
Figure: Approve Service Requests
Click the pending Service Request to view the details of the Service Requests.
Figure: Pending Service Request
The details provided by the Requestor/End User are displayed under the Approval Attachment Grid.
Figure: Approval Attachment Grid
Click APPROVE SERVICE REQUEST icon on the right side panel. A pop up window APPROVE SERVICE REQUEST is displayed where Approver is allowed to select the Approver Status from the drop down menu.
Figure: APPROVE SERVICE REQUEST
Upload the Attachment if any and specify the Remarks. Click Submit.
Figure: Approve Service request pop-up
Note:
A Single or multiple documents (all types) are allowed to be uploaded, as the APPROVER SERVICE REQUEST page has multiple attachment controls.
All the attachments and remarks are visible to the Requestor/End User, Approvers (multi-level), and Analyst.
My Service Requests: Persona (Requestor/End User)
To view the approver feedback on my Service Request, perform the following steps:
Navigate to Request > My Service Requests.
The Service Request is sent back to the Requestor/End User with the Approval Status and the Remarks provided by Approver.
Click against the Service Request ID to view the details of the Service Request.
Figure: My Service Request
The Attachments and Remarks uploaded by the Approver are displayed in the Service Request details page for the Requestor/End User and on Approve Service Request Page of Approver from the Approval Attachment Grid.
Figure: Approval Attachment Grid page
Note: When the Approver selects the Approval Status (Approved, Rejected, Refer back, Forward to, and On-hold) option and uploads any type of document as an attachment in the APPROVE SERVICE REQUEST pop-up, all the details are displayed in the attachment grid.
Click CHANGE HISTORY icon to view all the changes that occurred on the Service Request.
Figure: Change History page
The CHANGE HISTORY details are displayed.
Figure: Change History details page
View Service Request List: Persona (Analyst)
To view Service Request list details, perform the following steps:
Navigate to Request > Service Request List.
Figure: Service Request List
Note: Service Request List page is visible only for Admin and Analyst personas.
To view the required Service Request ID, click Filters on the top right-hand side of the page and select the details. Click Apply to view the Service Requests Lists.
Click the link against the Service Request to view the details of the Service Request Details.
Figure: Service Request List page
Click CATALOG DETAIL to view the details of the Service Request.
Figure: Service Request Details page
The Service Catalog Details are displayed with the Approval Attachment Grid.
Figure: Service Catalog Details page
Mark Assets as Reusable
Asset Reusability feature focuses on optimizing resource utilization by promoting the reuse of assets. Instead of procuring new assets unnecessarily, users can search for and identify existing assets that
meet their requirements. This feature is particularly beneficial for cost savings and efficient allocation of resources. This allows the users to utilize assets for temporary usage or allocation.
User persona: Analyst / End user
Prerequisites:
Asset owner to delegate his role for ‘My Asset List’ page to Lab Coordinator.
Asset owner/delegate to update the asset availability for Reusable Assets.
Only the assets allocated to the Asset Owner will be available for the delegated user to update or perform actions on.
Asset should be in Accepted
Steps:
Navigate to Asset > Manage Assets > My Asset List.
Change the filter to view only those Assets which are accepted. Click Filters > From Status dropdown menu select Accepted. The list of Assets which are accepted is displayed.
Select the Assets which you want to make reusable by clicking on the checkboxes next to Asset ID.
Click
icon from the Actions panel to update Asset reusability. The following pop-up is displayed:
Figure: Reusability pop-up
Select the sub status as Reuse.
Select the From Date and To Date for reusability of the Asset.
Provide relevant remarks for making the Asset available for reuse under Remarks
Click Submit to submit the details and make the asset available for reusability. Revoke button will be disabled when marking the asset reusable for the first time.
Note:
You can mark only those Assets for reusability which are allocated to single user. If you choose an Asset that is allocated to multiple users, then it will show a validation message, as shown in the below screenshot, and Submit and Revoke buttons are disabled:
Figure: Validation message
If an Asset is marked for reusability, then the following actions are disabled on that Asset:
Return
Reconciliation
Update Asset
Reallocate
Deallocate
Figure: Asset marked for reusability
Only Add and Update actions are enabled.
Reusability From Date and Reusability To Date cannot be a past date. If you enter a past date, then the following validation message is displayed:
Figure: Validation message
Revoke Reusability
To revoke the asset from reusability, perform the following steps:
Navigate to Asset > Manage Assets > My Asset List.
Select the Asset marked for reusability and click Reusability from the action panel.
Figure: Reusability
On the Update Asset Reusability pop-up, click Revoke to revoke the asset from reusability.
Figure: Revoke
On the pop up click OK to revoke the asset.
Figure: Revoke asset
Asset Reusability
Asset reusability refers to utilizing existing assets for multiple purposes or projects over time, instead of purchasing new ones. This approach involves identifying, tracking, and managing assets that can be repurposed in various contexts, thereby maximizing their value and minimizing unnecessary expenses.
This feature empowers Asset Owners, Delegates, and End Users to efficiently manage and repurpose assets within the organization. By enhancing asset utilization, reducing redundancy, and optimizing resource investment, asset reusability ensures that the full potential of each asset is realized, leading to significant cost savings and increased operational efficiency.
Prerequisites
Asset Reusability information must be updated by Asset Owner on My Asset List
(Asset > User > Manage Assets > My Asset List)New Asset Reusability menu option should be available under Asset module.
(Asset > User > Manage Assets > Asset Reusability)
Action widgets under Asset Reusability
To check and use action widgets under Asset Reusability, perform the following steps:
Navigate to Asset > User > Manage Assets > Asset Reusability.
In the FILTERS pop-up, select the required Tenant, Sub Status, and other options (non-mandatory fields are optional).
Click SUBMIT.
Figure: Filters pop-up
Asset Reusability List page is displayed with the following details.
Figure: Asset Reusability List page
Search & Book
Search & Book tab can be used for searching reusable assets and booking them based on availability
To access the Search & Book List Page, perform the following steps:
Navigate to Asset > User > Manage Assets > Asset Reusability.
In the FILTERS pop-up, select the required Tenant, Sub Status, and other options (non-mandatory fields are optional).
Click SUBMIT. The Search & Book List Page is displayed.
Figure: SEARCH & BOOK List Page.
To enhance the search for a particular asset in the list page, click the Filters Icon , update the details and click SUBMIT
Figure: Filters pop-up
Field Description
The following table describes the fields on the Filters pop-up:
Field | Description |
|---|---|
Tenant* | Select the Tenant for which you want to search the Assets. |
Sub Status | Select the Sub Status |
Category | Lists all the configured Categories. The Categories are displayed based on the Asset type that you select in the Asset Type field. Select the Category from the list. |
User | Search by the user the asset is assigned to. |
Location | Search by Location. |
Search By | Search by other details. |
Available From Date | Select the Available From Date. |
Available To Date | Select the Available To Date. |
To raise a request for a reusable asset to the Asset Owner/Delegate for Booking, perform the following steps:
Select the Asset and click BOOK NOW.
Figure: Book an Asset.
2. BOOK NOW pop-up window is displayed.
Figure: Book Now
Enter the booking From Date and To Date. In the Remarks field, enter the remarks if any.
Click SUBMIT. A booking request will be sent to the Asset Owner.
Note:
You can only make one booking at a time. If more than one asset is selected for Booking, you will get a message stating “Select one Asset to request Booking Reusability Request.”
Requests
Requests tab to view the received requests
Click the Request tab. Click Filters on the Action Panel.
Figure: Request tab
Select the required Tenant and Category. The Status is selected by default as Pending Approval and Pending Acceptance. Click Submit.
Figure: Filters