---
title: Registering Service Activity
slug: itsm-en/registering-service-activity
description: Learn how to efficiently use the service activities feature with this comprehensive document. Get step-by-step instructions on registration of portfolios, groups, configuration items, contracts, and calendars, and gain insight into accessing and utilizing
docTags: 
createdAt: 2021-10-27T18:53:32.000Z
---

This feature provides a variety of actions, such as <font color="#3b9f0f">**including, changing, and deleting the activities of a service**</font> (request and/or incident).

## Before getting started

It is necessary to register previously:

- [x] The portfolio, group, configuration items, contract, and calendar.

## Procedure

1. Access the main menu `Processes > Portfolio and Catalog Management >    Portfolio`;
2. Choose the Service Portfolio and click on "**Advance**";
3. In the <font color="#3b9f0f">**Service Catalog**</font> tab, choose a service and click on "**Advance**";

## Requests

To link or create an activity of Request, click on the tab <font color="#3b9f0f">**Requests**</font>. The following functions will be presented:

| **Function**                           | **Description**                                                                                      |
| -------------------------------------- | ---------------------------------------------------------------------------------------------------- |
| **New Service Request**                | To create a new request                                                                              |
| **Link Service Request**               | To link a request already created                                                                    |
| **Search area**                        | To search for a specific request                                                                     |
| **Grid with Linked Services Requests** | Once you link a service request, they will be presented in a list, with the options: Edit and Unlink |

If you want to create a new service request from here, click on "**New Service Request**" and complete the fields available.

### <font color="#3b9f0f">Main Tab</font>

| **Field**                                  | **Description**                                                                         |
| ------------------------------------------ | --------------------------------------------------------------------------------------- |
| **Activity Name (\*)**                     | The name for the request                                                                |
| **Acronym/Abbreviation**                   | Set an acronym for the request                                                          |
| **Activity Status (\*)**                   | Select the status you want: Active, Under analysis, In creation, In design, or Inactive |
| **Type of Demand (\*)**                    | Select the type of demand available                                                     |
| **Category (\*)**                          | Select the category of the request                                                      |
| **Date of Deployment (\*)**                | Set the day which is being deployed                                                     |
| **Template of View**                       | Select one of the templates available                                                   |
| **Tracking Template**                      | Select a tracking template available                                                    |
| **Creation Template**                      | Select a creation template available                                                    |
| **Detail**                                 | Space to give all the details about the request                                         |
| **Objective**                              | Space to give the objectives of the request                                             |
| **Type of Event**                          | Set frequency of the type of event                                                      |
| **SCRIPT Guidance**                        | Search and select one script from the knowledge base for the request                    |
| **Type of Activity**                       | Select the type of activity                                                             |
| **Importance of Activity to the Business** | Select the degree of importance of this activity for the business                       |
| **Place of Execution of Activities**       | Set if it is external, internal or both                                                 |

(\*) Indicate mandatory field

### <font color="#3b9f0f">Presentation Tab</font>

| **Field**                                          | **Description**                                                                  |
| -------------------------------------------------- | -------------------------------------------------------------------------------- |
| **Available on the portal (\*)**                   | If it will appear on the portal or not                                           |
| **Available on chat (\*)**                         | If it will be available through chat                                             |
| **Show field to select impact/urgency (\*)**       | If in the service portal the impact/urgency field will be possible to select     |
| **Show field to select a configuration item (\*)** | If in the service portal the configuration item field will be possible to select |
| **Show field for description (\*)**                | If in the service portal it will be available the field to give a description    |
| **Show field to add an attachment (\*)**           | If in the service portal it will be available the field to attach a file         |
| **Display priority (\*)**                          | If in the service portal it will be available to show the priority               |
| **Display deadline (\*)**                          | If in the portal it will be available to show the deadline                       |
| **Select an image (\*)**                           | Select the image that will represent the request                                 |
| **Name (\*)**                                      | Give the name for the request that will be presented in the service portal       |
| **Description**                                    | Describe the request being created                                               |

(\*) Indicate mandatory field

### <font color="#3b9f0f">Access Permission Tab</font>

Once you set the request as Available in the portal in the Presentation tab, the tab of Access Permission will appear with the following functions:

| **Function**                | **Description**                                                                                  |
| --------------------------- | ------------------------------------------------------------------------------------------------ |
| **Link Groups**             | To link the groups that will have permission to access the request                               |
| **Grid with Linked Groups** | Once you link the groups for the request, they will appear in a list with an option to unlink it |

After completing all the information in the tabs for register/edit request activity, you will be able to: **Save**, **Delete&#x20;**&#x6F;r **Clear**.

## Incidents

To link or create an activity of Incident, click on the tab <font color="#3b9f0f">**Incidents**</font>. The following functions will be presented:

| **Function**                   | **Description**                                                                                |
| ------------------------------ | ---------------------------------------------------------------------------------------------- |
| **New Incident**               | To create a new incident                                                                       |
| **Link Incident**              | To link an incident already created                                                            |
| **Search area**                | To search for a specific incident                                                              |
| **Grid with Linked Incidents** | Once you link an incident, they will be presented in a list, with the options: Edit and Unlink |

If you want to create a new incident from here, click on "New Incident" and complete the fields available.

### <font color="#3b9f0f">Main Tab</font>

| **Field**                                  | **Description**                                                                         |
| ------------------------------------------ | --------------------------------------------------------------------------------------- |
| **Activity Name (\*)**                     | The name for the incident                                                               |
| **Acronym/Abbreviation**                   | Set an acronym for the incident                                                         |
| **Activity Status (\*)**                   | Select the status you want: Active, Under analysis, In creation, In design, or Inactive |
| **Type of Demand (\*)**                    | Select the type of demand available                                                     |
| **Category (\*)**                          | Select the category of the incident                                                     |
| **Date of Deployment (\*)**                | Set the day which is being deployed                                                     |
| **Template of View**                       | Select one of the templates available                                                   |
| **Tracking Template**                      | Select a tracking template available                                                    |
| **Creation Template**                      | Select a creation template available                                                    |
| **Detail**                                 | Space to give all the details about the incident                                        |
| **Objective**                              | Space to give the objectives of the incident                                            |
| **Type of Event**                          | Set frequency of the type of event                                                      |
| **SCRIPT Guidance**                        | Search and select one script from the knowledge base to the incident                    |
| **Type of Activity**                       | Select the type of activity                                                             |
| **Importance of Activity to the Business** | Select the degree of importance of this activity for the business                       |
| **Place of Execution of Activities**       | Set if it is external, internal or both                                                 |
| **Critical**                               | Set if the incident is critical or not                                                  |
| **Cause Unavailability**                   | Set yes or no                                                                           |

(\*) Indicate mandatory field

### <font color="#3b9f0f">Presentation Tab</font>

| **Field**                                          | **Description**                                                                  |
| -------------------------------------------------- | -------------------------------------------------------------------------------- |
| **Available on the portal (\*)**                   | If it will appear on the portal or not                                           |
| **Available via chat (\*)**                        | If it will be available through chat                                             |
| **Show field to select impact/urgency (\*)**       | If in the service portal the impact/urgency field will be possible to select     |
| **Show field to select a configuration item (\*)** | If in the service portal the configuration item field will be possible to select |
| **Show field for description (\*)**                | If in the service portal it will be available the field to give a description    |
| **Show field to add an attachment (\*)**           | If in the service portal it will be available the field to attach a file         |
| **Display priority (\*)**                          | If in the service portal it will be available to show the priority               |
| **Display deadline (\*)**                          | If in the portal it will be available to show the deadline                       |
| **Select an image (\*)**                           | Select the image that will represent the incident                                |
| **Name (\*)**                                      | Give the name for the incident that will be presented in the service portal      |
| **Description**                                    | Describe the incident being created                                              |

(\*) Indicate mandatory field

### <font color="#3b9f0f">Access Permission Tab</font>

Once you set the incident as Available in the portal in the <font color="#3b9f0f">**Presentation** </font>tab, it will  appear the tab of Access Permission with the following functions:

| **Function**                | **Description**                                                                                 |
| --------------------------- | ----------------------------------------------------------------------------------------------- |
| **Link Groups**             | To link the groups that will have permission to access the incident                             |
| **Grid with Linked Groups** | Once you link the groups for the incident, they'll appear in a list with an option to unlink it |

After completing all the information in the tabs for register/edit request activity, you will be able to: **Save**, **Delete&#x20;**&#x6F;r **Clear**.

