Registering/Editing a Service
The service registration is divided into two types:
- Business: provides business/IT services;
- Technical: provides the support/technical services.
✅ Rule: The choice of Business/Technical type should be in line with the type of contract that pretends to be linked to the Portfolio. Only contracts of the type "Contract" are linked to the type "Business" and only contracts of the type "Underpinning Contract" and "Operational Level Agreement" are linked to the type "Technical".
This feature provides a variety of actions, such as including, changing, and deleting a service.
Before getting started
The service registration must be preceded by :
The registration of a service portfolio, the service category, the group(s) that will use the service, and also the permission to access the Portfolio Management functionality.
Procedure
- Access the functionality through the main menu Processes > Portfolio and Catalog Management > Portfolio;
- Choose the type of portfolio (Business or Technical);
- Select a portfolio and click on "Advance";
- Click on "New Service";
- The tabs to set the service to be registered will be presented;
- Complete all mandatory fields that each tab will present;
- Complete the other fields if necessary;
- Click on "Save".
What to do next
Access the Smart Portal and verify the information of the service registered in the portfolio.