Investment Catalog


The investment catalog lists the type of investments corresponding to the list of configurations for equipment/software/consumables that can be ordered in large quantities, in order to plan for the replenishment of stock through investment requests. It is built using a tree structure of categories where only selectable categories can be used to create a request. The request will automatically inherit the attributes of the catalog entry.

Each catalog entry is used to identify:

  • Contractual deadlines for the availability of the configuration, through an SLA.
  • The investment process, through a workflow.
  • The persons and groups in charge of the type of investment.
  • Application perimeters defining possible access restrictions depending on the user's department / location, and possible overrides depending on the location of the recipient.
  • The priority assigned to the type of investment, via the impact level and the urgency level.
  • The list of options that can be proposed for the type of investment.
  • The contents in terms of equipment, software and consumables to be supplied with the type of investment.

Example

  • The catalog consists of different types of investments. The Equipment entry is made up of several sublevels.
             Investment catalog - Example.png
     
  • When a new investment request is created:
    • Display popup icon.png displays the description of the type of investment.
    • Add icon.png is used to add the configuration to the request.

Notes

  • You can modify the parent category once the catalog entry has been created using the Reorganize wizard.
  • Modifications made to the parent category will be inherited by the associated lower-level catalog entries, except if they contain specific information.
  • You can update the catalog using integration models based on the Investment Catalog connector. Three versions of the connector are available.

Best Practice big icon.pngBest practice

  • You should make only the last level in the catalog selectable (configurations requested by users), not the intermediate or root levels.
  • To enter a request quickly in the quick call, you should specify the code of each selectable category.
  • Each catalog entry with a parent will automatically inherit the parent's information, such as its workflow or SLA. You should only enter information specific to the category.

Screen description

Catalog User view when a request is created
Investment catalog.png Investment catalog - User view.png

Menu access: Transition > Catalogs > Investment Catalog

Code

Code: Alphanumeric code used to select the catalog entry quickly during manual data entry. In this case, the description is automatically displayed.

  • The code must be unique in the catalog.
Description

Description: Description of the catalog entry called Category for actions in workflow steps.

ThumbnailPicturePath

Thumbnail Picture Path: Image of the catalog entry. Click [ CHANGE ] to select it.

CannotBeRequested

Cannot Be Requested: When an object associated with a category is created, this indicates if the catalog entry can be selected from the list of categories available (box is checked) or not (box is not checked).

Best Practice icon.png  You should make only the last level in the catalog selectable, not the intermediate or root levels.

Impact

Impact: When an object associated with the catalog entry is created, this is the default impact level used to calculate the priority level assigned to the object.

  • Priority = Impact + Urgency - 1
DefaultUrgency

Default Urgency: When an object associated with the catalog entry is created, this is the default urgency level used to calculate the priority level assigned to the object.

  • Priority = Impact + Urgency - 1
  • When the recipient is associated with a VIP level  or when the equipment is associated with a critical level (indicated by Red star.png in forms), the urgency level and the priority level will automatically be decremented by one.
Form

Form: Name of the form displayed when a request associated with the current catalog entry is created in order to obtain additional information.

SLA

SLA: Name of the SLA applicable to objects associated with the catalog entry, used to calculate the target resolution date.

  • By default, the SLA is inherited from the parent category.
Workflow

Workflow: Standard workflow applied when the object associated with the catalog entry cannot be solved during its creation in the quick call and requires a transfer.

  • By default, the workflow is inherited from the higher-level catalog entry.
Note

Note: Comments on the catalog entry. You can also add images or tables using HTML tags.

  • This field enables you to display the description of the catalog entry as seen by users.

List of tabs

        Investment catalog tabs.png

Elements:

  • Update: You can create options and associate them with the catalog entry using Add icon.png in this tab.
  • To modify an associated option, click Edit icon.png next to it.
Equipment

Equipment: List of equipment to be supplied for all requests submitted in the current catalog entry.

  • Update: Click Add icon.png in this tab.
  • You can then modify the contents of the equipment for each request.
Software

Software: List of software to be supplied for all requests submitted in the current catalog entry.

  • Update: Click Add icon.png in this tab.
  • You can then modify the contents of the software for each request.
Consumables

Consumables: List of consumables to be supplied for all requests submitted in the current catalog entry.

  • Update: Click Add icon.png in this tab.
  • You can then modify the contents of the consumable for each request.
Attributes

Attributes: List of attributes related to the current catalog entry, corresponding to additional non-standard parameters.

Discussions

Discussions: List of discussions related to the current catalog entry, which users can access based on their domain and discussion visibility.

  • Enter the keywords you want in the Search field and press Enter
  • To cancel the search criteria and return to the complete list of discussions, provided you have the relevant rights, click within the box and then click Discussion - Delete icon.png.
Attachments

Attachments: List of documents associated with the current catalog entry.

  • Update: Click Add icon.png in this tab.
  • To cancel an existing link: Delete icon.png
ApplicationPerimeterLocations

Application Perimeter - Locations: List of overrides defined for the current catalog entry depending on the user's location. Conditions specific to that location, instead of the general conditions, will apply (e.g. SLA, manager, workflow, costs, etc.).

  • Update: Click Add icon.png in this tab.
  • Checkbox Available: Used to indicates if the entry catalog can be requested by a recipient belonging to the location (or lower-level locations) (box is checked) or not (box is not checked).
ApplicationPerimeterDepartments

Application Perimeter - Departments: List of overrides defined for the current catalog entry depending on the user's department.

  • Update: Click Add icon.png in this tab.
  • Only users belonging to one of the departments (or lower-level departments) can enter an object associated with the catalog entry.
HistoryOfChanges

History of Changes: List of all modifications made to the form of the current catalog entry.

  • The fields taken into account are defined using rules in the history of changes accessible in Administration > Parameters > History Management.

Procedure and Wizards

How to create an entry in the catalog

1. Select Transition > Catalogs > Investment Catalog and click Add icon.png. Specify the fields in the form and click Save icon.png.

2. Complete the fields of the form then click on Save icon.png.

3. Define possible access restrictions on certain departments / locations via Application perimeters. As well, define overrides  identifying specific conditions that apply to specific locations via Application perimeter - Location tab.

4. Create a new request for one of the categories in the catalog:

  • Check that it automatically inherits the information of the catalog entry.
  • Check that access restrictions and overrides defined via applications perimeters are correctly applied.

Wizards

Reorganize

Reorganize: Used to move the catalog entry within the tree structure. All lower-level catalog entries will also be moved.

Check Coherence: Used to check the coherence of elements and the contents of an investment request associated with the current catalog entry, in order to eliminate redundancy of requested elements.

Tags:
Last modified by Unknown User on 2017/12/04 10:43
Created by Administrator XWiki on 2016/09/29 16:13

Shortcuts

Recent Updates

Haven't been here in a while? Here's what changed recently:

-   Product name - ev itsm.png
-   Product name - ev sas.png

Interesting Content

How to Automate Integration
Add a Shortcut to an App
History
Quick Dashboard
Full text search - Stop Words

Powered by XWiki ©, EasyVista 2019