Role required: service_catalogue_manager.
If this role permissions are insufficient, then elevate them to the admin role.
To create a service, follow the steps below:
- Navigate to the Service Portfolio → Service Pipeline or CMDB → Services menu.
- Click New to open the form.
- Fill in the form fields.
- Click Save or Save and Exit to apply the changes.
Set a Service to Active state
To make your service visible to end-users, set its State to Active:
- Navigate to the Service Portfolio → Service Pipeline menu.
- Enter the service form.
- Select the Active option in the State field.
- Click Save or Save and Exit to apply the changes.
The service is now available in ServicePortfolio → Service Catalogue.
Form Description
Field | Description |
|---|---|
Number | Automatically assigned to a service. |
Name | A name of a service. |
CI Type | Select the IT Service value from the list specifying your record as an IT service. |
Service Type | Describes a type of a delivered service. Select one of the following values in a drop-down list to fill in the field:
|
| Master Service | Assign a Master Service choosing it from the list of the service Items with the IT service type value. |
Service Owner | Assign a responsible person from the Users list as a service owner. |
State | Select one of the three possible values:
|
Operational State | Determines an IT service availability with the following possible statuses:
|
Business Criticality | Specifies an IT service cruciality to a business with one of two values:
|
Service Specification | Defines internal and external articles described in the Knowledge Base, e.g., SLA records, Service Description, and other articles related to the IT service. |
| Information System | To mark a service as an Information System, set this checkbox to active. |
Description | Contains all the necessary information details. |
Related Lists:
- ITSM Event - a list of ITSM Events related to this service;
- Incident - a list of Incidents that are related to the service;
- Problem - all the related Problems;
- Change Request - all the related Change Requests;
- Request - all the Requests related to a current service;
- Approval - all the related Approvals;
- Related CI - a list of CIs which have this service as a Primary IT Service;
- Child Service - all the Services whose Master Service is this service;
- Incoming CMDB Relationship - all the relationships with the service as a Recipient;
- Outgoing CMDB Relationship - all the relationships with this service as a Source;
- Internal Service Specification - all the internal Service Specifications bound to the service;
- External Service Specification - all the external ones bound to this service.
