---
title: Registering/Editing a Service
slug: pink/registeringediting-a-service
description: Learn how to register a service through this document, which covers both business and technical registrations. Find step-by-step instructions on including, changing, and deleting a service, along with prerequisites like service portfolio registration and
docTags:
createdAt: 2021-10-27T18:53:32.000Z
---
The service registration is divided into two types:
- **Business:** provides business/IT services;
- **Technical:** provides the support/technical services.
:::hint{type="success"}
✅ **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 :
- [x] 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
1. Service Registration is addressed at the **New Service Button** of the service button in the Pipeline (Design).
2. 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:
1. The System will present tabs to set the service to be edited or registered;
2. Complete all fields necessary for each Information tab;
3. 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 |
:::hint{type="info"}
**🖊 ****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
:::hint{type="warning"}
⚠️ **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.