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Setup your ITSM
Before starting your work with ITSM of your SimpleOne solution, at first, set the basic information about your IT infrastructure.
- Users
- Groups
- Service Catalog
- Service Specifications, Known Errors Database, etc. (Knowledge Base)
- Configuration Items (CMDB)
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Role required: admin. |
Create Users
Create User records of the SimpleOne solution to make them manage your ITSM processes.
Create User Groups
Create Groups and assign users to them to perform the ITSM tasks and manage processes in groups. approving change requests, resolving incidents, receiving email notifications, or performing work order tasks.
Set the Configuration Database
Create your Configuration Items (CI) such as IT service components required for proper service delivery in Configuration Management Database (CMDB).
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Within the CMDB, determine the following configuration records:
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Set the Knowledge Base
Within Knowledge Base, specify IT Services with specifications, SLA documentation, or content items of other sorts. This information is available for the SimpleOne end-users as external service specifications.
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Within the Knowledge Base Dictionary, determine the following components and attributes of the content items:
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Set the Service Catalog
Create and descibe your IT Services within Service Catalog. Service Catalog Management grants your customers actual information and details about provided IT Services and their statuses.
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Within Service Portfolio, describe your services with all the needed information:
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Set the Knowledge Base
Within Knowledge Base (KB), specify IT Services with specifications, SLA documentation, or content items of other sorts. This information is available for the SimpleOne end-users as external service specifications.
ITSM Workflow
Logging
Within SimpleOne, you can log your ITSM entities by inquiries received from users via phone call, e-mail, or self-service portal.
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To learn more about creating a Self-Service Portal, follow the link. |
Inquiry
Inquiry is a high-level entity that can be converted to the request of the other type (Incident, Problem, Change Request, Request). When
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When registering the inquiry, fill in the fields:
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Ticket creation
ITSM-ticket types:
- Incidents - within Incident Management ...;
- Service Requests;
- Change Requests - within Change Control Practice;
- Problems - within Problem Management.
To made a transformation "Inquiry → Other request", follow the steps below:
- Navigate to Inquiries → All;
- Open the inquiry you need to convert;
- Click the Create Incident form button at the top of the page;
Manual creation. Navigate to the ticket creating form ...description... how to create .... what was created
States: Registered.
Identification
Categorization and prioritization are basic identification procedures and
Categorization
According to the best ITIL practices, it is crucial to categorize a problem defining its priority and specifying the related information. Use the Problem form to create or update the problem and to establish relationships with related records.
...description... how bad is it? impact, urgency
Prioritization
A priority identifies the importance of a problem. It depends on the Impact and Urgency values and according to the priority matrix. ...description... how fast should be solved
The priority matrix
Impact / Urgency | Low | Medium | High | Very High |
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Low | Low | Low | Moderate | High |
Medium | Low | Moderate | High | Critical |
High | Moderate | High | Critical | Critical |
Very High | Critical | Critical | Critical | Critical |
Assignment
user responsible
Push the Assign to me button to assign a problem to your User record.
Escalation
...description...
Resolution
...description...
Closure
...description...
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SLA not breached for some tickets |
Initialize the ITSM task
To create a task, enter the follow the steps below:
To enter the creating task form, select the Create New option creating form.
Initializing → In progress → Completing
State Model
...description...
State / Ticket | Incident | Problem | Change Request | Request Template |
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Registered | ✓ | ✓ | ✓ | ✓ |
Authorization | ✓ | ✓ | ||
Assigned | ✓ | ✓ | ||
Scheduled | ✓ | |||
In Progress | ✓ | ✓ | ✓ | ✓ |
Postponed | ✓ | ✓ | ||
Information Needed | ✓ | |||
External Processing | ✓ | |||
Completed | ✓ | ✓ | ✓ | ✓ |
Rejected by User | ✓ | ✓ | ||
Post Implementation Review | ✓ | |||
Closed | ✓ | ✓ | ✓ | ✓ |
Known Error | ✓ |
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