The customer is an organization or person requesting products and/or services. They can be internal and/or external to the organization.

This feature provides a variety of actions, such as including, changing, and deleting clients.

Learn how to effectively manage clients within your organization with this comprehensive document. Discover the step-by-step process to access client functionality, fill in essential fields, and save crucial information. Streamline your client management 

Registering Cause of Incidents

Registering a Client

Registering Company

4Biz Helium

What is 4biz ?

Introduction to Platform

Release Policy

Release Notes - 2023

Release Notes - 2022

Release Notes - 2021

Release Notes

About 4Biz

Navigation and User Interface

Configuring System URL

Editing User Profile

Defining Smart Decision Access Permission

Creating Access Profile

Registering User

Registration of Positions

Group of Employees

Employee Registration

Menu Registration

Smart Decision Panel

Untitled

Implementing the way of Sending E-mail to Reclassified Ticket

Registering Skill/Resource

Registering Service Template

Defining Access Permission to Portfolio Management Functionalities

Creating Service Category

Configuring Service Attribute

Linking Activities to the Service Contract

Service Portfolio Maintenance

Pipeline

Registering/Editing a Service

Creating Service Map

Registering Service Activity

Generating Reports - Service Catalog

Managing My Requests through Smart Portal

Verifying Service Audit

Configuring Service Contract Attributes

Registering Business Process

Registering a Contract

Registering News

Registering Provider

Registering News Category

Registering Request Justification

Registering Satisfaction Survey

Registering Operating Condition

Registering Service Request Priority

Registering Type of Service

Registering Incidents Solution Category

Registering Priority

Creating/Editing the Portfolio

Banner Customization 

Portfolio and Catalog

SLA Control Refactoring

SLA Evaluation

Service Level Requirement

Service Level Agreement

Generating Reports - Service Level Management

Provider Evaluation

Improvement Plan

Creating Time of Attendance

Contract Evaluation

Service Level 

Creating a Release Portfolio

Suspending Release 

Reopening Release 

Activities of the Release Planning Phase

Registering Release Justification

Release Management Desktop 

Relating Information to the Release

Registering Release

Executing Release

Activities of the Deployment Release Phase

Canceling Release 

Advanced Search for Closed Release 

Release 

Importing Demand Attribute Data

Registering Demand Attribute

Demand

Configuring External Access to the Knowledge Portal

Creating Knowledge

Displaying and Searching for the Tags in the Knowledge Portal

Generating Reports - Knowledge Management

Indexing Knowledge

Reviewing Comments in the Knowledge Portal

Notifying Responsible for the Knowledge Expiration

Creating Folder

Registering Image Category

Registering Subject

Registering Synonym

Storing Images in Gallery

Refining Search in Knowledge Portal

Knowledge 

Advanced Search of Closed Changes

Canceling Change

Additional Reports of a Change

Approving Change

Registering Change Occurrences

Activities of the Change Planning Phase

Registering Reversion Plan of Change

Change Workspace

Executing Change

Generating Reports - Change Management

Generating Reports from the Charts and Reports Panel - Changes

Registering Change

Registering Change via Template

Relating Items to the Change

Suspending Change

Registering Change Justification

Registering Change Portfolio 

Changes Calendar 

Registering Change Template 

Change 

Creating Problem Portfolio

Suspending Problem

Scheduling Problem Activities

Relating Items to the Problem

Registering Problem

Executing Problem

Registering Problem Occurrences 

Generating Reports - Problem Management

Canceling Problem

Problems Advanced Search

Registering Problem Justification

Problem 

Creating Connection to Remote Access Server

Relating Configuration Item to a Service

Creating Type of CI Relationship

Collecting Hardware Data from MIB (SNMP)

Registering Characteristics

Registering Configuration Item Group

Registering Definitive Media

Registering Financial Value of CI

Registering Software Blacklist

Registering Type of Configuration Item

Changing the Configuration Item Group

Changing the Configuration Item Data

Verifying Configuration Item Captured by Inventory (Agent)

Verifying Configuration Item History

Verifying Configuration Items Related Processes

Analyzing Configuration Item Impact

Registering Cost per hour of Unavailability

Deleting Configuration Item Group

Exporting CMDB

Generating Report - Configuration Management

Generating Reports from Graphs and Reports Panel - Configuration Items

Linking Calendar to Configuration Item Group

Linking Demand Attributes to CI

Linking Service Level Agreement to CI Group

Registering Configuration Item

Searching Configuration Item

Verifying CI Inventory Status

Viewing CI Relationship Map

Running Script for Configuration Item

Creating Child Configuration Item

Registering Type of CI Relationship

Configuration 

Registering EPL Template

Registering Event Monitor Connection

Registering Notification Event

Registering Global Manager

Registering Inventory Manager

Registering Nagios Generic Manager

Registering Nagios Manager

Registering Nagios/Zabbix Connection

Registering Notification Recipient

Registering Occurrence Category

Registering Time

Registering Zabbix Generic Manager

Registering Zabbix Manager

Setting Inventory Connection

Closing Event Occurrence

Closing Occurrences and Actions of an Event

Creating a Problem through an Event

Creating a Request for Change through an Event

Creating a Service Request from an Event

Generating Reports - Event Management

Internal Menu of Event Management

Registering Event Audit

Searching Event

Event Center

Viewing Event

Event 

Creating Capacity Reports

Registering Capacity Indicators

Registering Type of Capacity Indicators

Importing Capacity Indicator Data

Capacity 

Registering Availability Group

Verifying Availability of Availability Group

Verifying CI Group Availability

Verifying Availability Process

Verifying Service Availability

Availability 

Defining Access Permission to Continuity Management

Registering Continuity Template

Continuity 

16 Processes

Registering a Client

Procedure