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Easier Searching Capabilities with Type in and Search Drop-downs

Easier Searching Capabilities with Type in and Search Drop-downs

May 08, 2024

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Feature released in SummitAI Service Management (Denali SP1, Incident Management, Service Request Management, Change Management, and Problem Management)

What's New?

Now, the new Search Selection drop-down control allows the Analyst to type in and search from the list of options and select the required value. This saves the time of the Analysts from scrolling through a list of options and selecting the required option.

The new Search drop-down control is implemented for the following fields:

Module

Page Name

Tabs/Sections

Fields

Module

Page Name

Tabs/Sections

Fields

Incident Management

INCIDENT LIST page (Incident > User > Manage Incidents >Incident List) 

FILTERS

Under the BASIC section:

  • Tenant

  • View

Under the ADVANCED section:

  • User Type

  • SLA Type

  • SLA

For more information, see Viewing and Updating My Workgroup Incidents.


Figure: FILTERS pop-up page - BASIC section

 

Figure: FILTERS pop-up page - ADVANCED section

Incident ID or Details page (Incident > User > Manage Incidents > Incident List > Click an Incident ID) 

GENERAL

  • Urgency

  • Impact

  • Priority

  • Pending Reason (This field is displayed when an Incident is moved from In-Progress to Pending status.)

For more information, see Viewing and Updating Incident Details.


Figure: Incident ID page - GENERAL tab

VENDOR INFORMATION

  • Urgency

  • Impact

  • Priority

  • Status

For more information, see Viewing and Updating Incident Details.


Figure: Incident ID page - VENDOR INFORMATION tab

Service Request Management

SERVICE REQUEST LIST page (Request > User > Manage Service Requests >Service Request List)

FILTERS

Under the BASIC section:

  • Tenant

  • View

Under the ADVANCED section:

  • User Type

  • SLA Type

  • SLA

For more information, see Viewing and Updating My Workgroup Service Requests.


Figure: FILTERS pop-up page - BASIC section


Figure: FILTERS pop-up page - ADVANCED section

SERVICE REQUEST DETAIL page (Request > User > Manage Service Requests >Service Request List > Click an SR ID)

GENERAL

  • Urgency

  • Impact

  • Priority

  • Pending Reason (This field is displayed when an Incident is moved from In-Progress to Pending status.)

  • Service Window

For more information, see Viewing and Updating Service Request Details.


Figure: SERVICE REQUEST DETAIL page - GENERAL tab

VENDOR INFORMATION

  • Urgency

  • Impact

  • Priority

  • Status

  • Underpinning Contract

For more information, see  Viewing and Updating Service Request Details.


Figure: SERVICE REQUEST DETAIL page - VENDOR INFORMATION tab

Change Management

CHANGE RECORD LIST page (Change > User > Change Record List)

FILTERS

On the FILTERS pop-up page:

  • Tenant

  • View

For more information, see Viewing List of Change Records.


Figure: FILTERS pop-up page

CHANGE RECORD ID or Details page (Change > User > Change Record List > Click CR NO)





Left Panel

  • Status

  • Category

  • Change Type

For more information, see Creating Change Records.

GENERAL

  • Urgency

  • Impact

  • Priority

  • Risk

  • Is Downtime Required?

  • Cost

  • Communication Plan Required?

  • e-CAB Approval Required (This field is displayed when the Change Type is selected as Emergency.)

For more information, see Creating Change Records.


Figure: CHANGE RECORD ID page

RISK

  • Back-out Plan Tested

For more information, see Creating Change Records.

TEST

  • by/Owner

  • Test Status

For more information, see Creating Change Records.


Figure: CHANGE RECORD ID page - TEST tab

REQUIREMENTS

  • Resource Type

  • Status

For more information, see Creating Change Records.

Figure: CHANGE Figure: RECORD ID page - REQUIREMENTS tab

RELEASE

  • Release Workgroup

  • Release Analyst

For more information, see Creating Change Records.


Figure: CHANGE RECORD ID page - RELEASE tab

IMPLEMENTATION

  • Is the Change Implemented or Rolled Back?

  • CI Update Required?

For more information, see Creating Change Records.


Figure: CHANGE RECORD ID page - IMPLEMENTATION tab

Problem Management

PROBLEM RECORD LIST page (Problem > User >Problem Record List)

FILTERS

On the FILTERS pop-up page:

  • Tenant

For more information, see Viewing List of Problem Records.


Figure: FILTERS pop-up page