Registering/Editing a Service
The service registration is divided into two types:
- Business: provides business/IT services;
- Technical: provides the support/technical services.
The choice of Business/Technical type should be in line with the type of contract that will be linked to the Portfolio.
✅ Rule: Only contracts of the "Contract" type are linked to the "Business" type and only contracts of the "Underpinning Contract" and "Operational Level Agreement" type are linked to the "Technical" type.
This feature provides a variety of actions, such as adding, changing, and deleting a service.
Before getting started
The service registration must be preceded by :
The registration of a service portfolio;
The creation of a service category;
The creation of the group(s) that will use the service;
Permission to access the Portfolio Management functionality.
Procedure
💡 Tip: Service Registration is addressed at the "New Service" button in the Pipeline (Design); 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.
The System will present tabs to set the service to be edited or registered;
- Complete all fields necessary of each Information tab;
- Save the Service.
Information of each tab
Tab | Information |
|---|---|
Main | Information of the service, status, phases, business importance, and others. |
Attached Documents | Artifacts, auxiliary 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 through 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’s data and properties |
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 |
Criticality | Criticality 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 | Approval |
Charter | Charter; Design; Development; Creation; Test; Release; Production; Retired |
✅ Rule: At the "Analyze" phase the "Criticality Field" is enabled. The service is moved to the Service Catalog when Charter and Production are set. The service is moved to the Obsolete Services when Charter and Retired are set.
Attached Documents Tab
- Artifacts, related or auxiliary 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 has 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 to appear at the Portal |
Select an image button | Select an image to the Service (or upload a new one) |
(*) Indicate mandatory field
🖊 Note: Even if the Available via chat option is marked as "Yes", Group permission must be configured for it to function properly.
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.