Additional company specific information. Use the Designer to customize display names, formats and templates for the input fields.
After you have entered the master data, you can apply different tasks to it. The task view contains different forms with which you can run the following tasks.
You can assign approval policies to global and special templates. These approval policies are passed on to every new shelf. For more information, see Approval Processes for Requests.
To assign a shelf template to an approval policy
- OR -
Remove the approval policies in Remove assignments.
Assign global and special shelf templates to company resources. These company resources are added as product nodes to all the shelves that are created. You can only select those company resources that are labeled with the option IT Shop and are assigned a service item.
Select one of the tasks in the task view to assign company resources. The tasks are only shown if the options Assignments permitted and Direct assignments permitted are set on the role class "IT Shop template".
To assign company resources as products to a shelf
- OR -
Remove company resource in Remove assignments.