Entering terms of use
Terms of use that explain conditions of use for a product can be stored for individual service items (for example, software license conditions). When someone requests this product, the requester, and request recipient must accept the terms of use before the request can be finalized.
To add or edit terms of use
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In the Manager, select the IT Shop > Service catalog > Terms of use category.
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In the result list, select a terms of use and run the Change main data task.
- OR -
Click 
in the result list.
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Edit the terms of use main data.
- Save the changes.
Enter the following properties for the terms of use.
Table 16: General main data of terms of use
|
Terms of use |
Name of the terms of use. |
|
Description |
Text field for additional explanation. |
|
Contents |
Full text of the terms of use. |
In order for the request recipient to accept the terms of use, the request must be assigned to the request recipient in the approval process. Set an approval workflow for such requests that contain a BR approval step and enable the No automatic approval option for this approval step. One Identity Manager provides a default approval workflow and a Terms of Use acknowledgment for third-party orders (sample) default approval policy that you can use for this.
Related topics
Assigning service items to terms of use
Specify the products to which the terms of use apply. Assign service items to the terms of use to do this.
To assign service items to the terms of use
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In the Manager, select the IT Shop > Service catalog > Terms of use category.
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Select the terms of use in the result list.
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Select the Assign service items task.
In the Add assignments pane, assign service items.
TIP: In the Remove assignments pane, you can remove service item assignments.
To remove an assignment
- Save the changes.
Displaying the terms of use overview
You can see the most important information about a tag on the overview form.
To obtain an overview of the terms of use
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In the Manager, select the IT Shop > Service catalog > Terms of use category.
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Select the terms of use in the result list.
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Select the Terms of use overview task.
Entering tags
Product owners are able to add tags to their products. These tags can be used as search criteria by requests in the Web Portal. There are two ways of adding tags.
To add or edit a tag
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In the Manager, select the IT Shop > Basic configuration data > Tags category.
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In the result list, select a tag and run the Change main data task.
- OR -
Click in the result list.
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Edit the tag data.
- Save the changes.
Enter the following data for a tag.
Table 17: General main data of a tag
|
Tag |
Tag. |
|
Description |
Tag description. |
|
Comment |
Text field for additional explanation. |
|
Parent tag |
Tags can be organized hierarchically. Assign a parent tag to do this. |
To add a tag directly to a product
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In the Manager, select the IT Shop > Service catalog > Hierarchical by service categories > <service category> category.
- OR -
In the Manager, select the IT Shop > Service catalog > Hierarchical by service categories > Singles category.
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Select the service item in the result list.
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Select the Assign tag task.
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Select the Create tag task.
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Enter the tag and a description for it.
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Click Ok to save the tag.
The new tag is shown on the assignment form.
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Double-click on the tag to assign it to the selected service item.
- Save the changes.
.