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Identity Manager 9.1.3 - Web Portal User Guide

General tips and getting started Requests
Setting up and configuring request functions Requesting products Saved for Later list Managing my request templates Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
Delegating tasks Ownerships
Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Creating service categories

You can create service categories.

To create a service category

  1. On the menu bar, click Setup > Service categories.

  2. On the Service Categories page, click Create service category.

  3. In the Create Service Category pane, enter the service category's main data.

    Table 14: Service category main data

    Property

    Description

    Service category

    Enter a full, descriptive name for the service category.

    Description

    Enter a description for the service category.

    Parent service category

    To structure service categories hierarchically, click Assign/Change and then select the parent service category.

    Attestors

    Click Assign/Change and then select an application role. Members of this application role can approve attestation cases that affect the service category.

    Product owners

    Click Assign/Change and then select an application role. Members of this application role can edit the service category's main data. They can also be used as approvers in approval processes when requests for service items assigned to this service category.

    Approval policies

    Select the approval policy used to determine the approver when the service item is requested in the Web Portal.

    NOTE: The approval policy specified for a service category is inherited by all associated service items and all child service categories where this is not specified.

    Sort order

    Enter the way you want the service category's service items to be sorted.

    Picture

    Add a picture of the service category. Users see this picture when they make a request. If you do not insert a picture here, the picture of the assigned service category is used.

    Perform the following actions to do this:

    1. Click Add/Change.

    2. Select an image from your medium.

    Application

    To assign an application to a service category, select the application.

    Service items

    Specify the products can be requested through the service category.

    Perform the following actions as well:

    1. Click Assign/Change.

    2. Select the check box next to the service item you want to assign to the service category.

      TIP: To remove a service item, deselect the relevant check box in front of the service item. To remove all service items, click Clear selection.

    3. Click Apply.

  4. Click Save.

Editing service categories

You can edit service items.

To edit a service category

  1. On the menu bar, click Setup > Service categories.

  2. On the Service Categories page, next to the service category you want to edit, click Edit.

  3. In the Edit Service Category pane, enter the service category's main data.

    Table 15: Service category main data

    Property

    Description

    Service category

    Enter a full, descriptive name for the service category.

    Description

    Enter a description for the service category.

    Parent service category

    To structure service categories hierarchically, click Assign/Change and then select the parent service category.

    Attestors

    Click Assign/Change and then select an application role. Members of this application role can approve attestation cases that affect the service category.

    Product owners

    Click Assign/Change and then select an application role. Members of this application role can edit the service category's main data. They can also be used as approvers in approval processes when requests for service items assigned to this service category.

    Approval policies

    Select the approval policy used to determine the approver when the service item is requested in the Web Portal.

    NOTE: The approval policy specified for a service category is inherited by all associated service items and all child service categories where this is not specified.

    Sort order

    Enter the way you want the service category's service items to be sorted.

    Picture

    Add a picture of the service category. Users see this picture when they make a request. If you do not insert a picture here, the picture of the assigned service category is used.

    Perform the following actions to do this:

    1. Click Add/Change.

    2. Select an image from your medium.

    Application

    To assign an application to a service category, select the application.

    Service items

    Specify the products can be requested through the service category.

    Perform the following actions as well:

    1. Click Assign/Change.

    2. Select the check box next to the service item you want to assign to the service category.

      TIP: To remove a service item, deselect the relevant check box in front of the service item. To remove all service items, click Clear selection.

    3. Click Apply.

  4. Click Save.

Deleting service categories

You can delete existing service categories.

Before you can delete a service category, the following requirements must be met:

  • The service category is not predefined. Whether a service category is predefined, you can see from the description (see Displaying service categories).

  • Service items are no longer assigned to the service category. To remove service items, edit the service category and remove the assigned service items (see Editing service categories).

  • There are no longer child service categories under the service category. To assign child service categories under another service category or to remove them again, edit the corresponding child service category and remove or change the parent service category (see Editing service categories).

To delete a service category

  1. On the menu bar, click Setup > Service categories.

  2. On the Service Categories page, next to the service category you want to delete, click Edit.

  3. In the Edit Service Category pane, click Delete service category.

  4. In the Delete Service Category dialog, confirm the prompt with Yes.

Managing service items

Use the Web Portal to display and edit service items.

In order to request company resources in the Web Portal, a service item must be assigned to them. Service items contain additional information about company resources (for example, article number, request properties, product manager or approver for requests).

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