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
- Service Registration is addressed at the New Service Button of the service button in the Pipeline (Design).
- The Edition can be addressed also at the pipeline but on the Edit Button at Pipeline (Services Catalog) or in the Details tab of the Attributes registration of the service.
Access:
- The System will present tabs to set the service to be edited or registered;
- Complete all fields necessary for each Information tab;
- Save the Service.
Information of each tab
Guides | Information |
|---|---|
Main | Information of service, status, phases, business importance, and others. |
Attached Documents | Artifacts, documents, tabs, and others. |
Presentation | Visualization in the Smart Portal and Ticket Management. |
Access Permission | Groups that can see the service |
Multilanguage | Service Translation to English, Spanish and Portuguese. |
Surveys | Set the Surveys for the service. (available only for Editing) |
Action for Edit or Registration
Action | Description |
|---|---|
Save | Save the Service |
Delete | Delete the service (on Editing) |
Clear | Clear the fields |
Clone data | Clone another Service |
Information Tabs
Main Tab
- Information of service, status, phases, business importance, and others.
Fields
Field | Description |
|---|---|
Service Name (*) | Name of the Service |
Initiation Process (*) | Select the Initiation Process |
Category (*) | Inform the service category to which the new service will be part |
Date of Deployment (*) | Date of the beginning of the Service usage |
Service Phase (*) | See Box Below |
Service Status (*) | See Box Below |
The Criticity | The criticity can be selected at the phase of "Analyze" |
Importance of the Service to the Business | Select the Importance |
Type of Service | Select the type of service |
Place of Execution of Services | Internal, External or Both |
Detail | Details of the Service |
Objective | The Objective of the Service |
Value | Describe the value to the business |
Service Template | Select a service template |
(*) Indicate mandatory field
Phase x Status
Phase | Status |
|---|---|
Set | Requirements; Definition |
Analyze | Analysis |
Approve | Approved |
Charter | Charter; Design; Development; Creation; Test; Release; Production; Retired |
🖊 Note: At the "Analyse" phase the "Criticity" Field is enabled. The service is moved to the Service Catalog when "Charter" and "Production" are combined. The service is moved to the Obsolete Services when "Charter" and "Retired" are combined.
Attached Documents Tab
- Artifacts, documents, tabs, and others.
Components | Description |
|---|---|
Attachment Description | Describe the attachment |
Add File Button | Add |
Grid with Attachments | View/Delete |
Presentation Tab
- Configures Visualization in the Smart Portal and Ticket Management.
Field | Description |
|---|---|
Available on the portal (*) | Indicate If the Service is to be present at the Services Portal |
Available via chat (*) | Indicates if the Service can have Chat attendance |
Automatic approval of service evaluation (*) | Indicates that the Service Evaluations are to be automatically approved |
Name (*) | Name of the Service to appear at the Portal |
Description | Description of the Service appearing at the Portal |
Select an Image Button | Select an image to the Service (or upload a new one) |
(*) Indicate mandatory field
⚠️ Attention!
At the "Available via chat" option, even if it is marked "Yes", to use the Chat it still has to be combined with Group Permission (to attend the service at the Chat)
Access Permission Tab
- Set the Groups that can use the service.
Function | Description |
|---|---|
Link group | Search and Link Group to use the Service |
Grid with Linked Groups | View/Unlink |
Multilanguage Tab
- Service Translation to English, Spanish and Portuguese.
For each language, provide:
- Service Name
- Description
Surveys Tab
- Set the Surveys for the service (available only on Editing)
Function | Description |
|---|---|
Link Survey | Search and Link Surveys to the Service |
Grid with Linked Surveys | View/Unlink |
What to do next
Access the Smart Portal and verify the information of the service registered in the portfolio.