TDX: How to Add Services Under Categories in the Service Catalog

Assumption

You are a TeamDynamix Application Admin for your client portal.

How to

1. Proceed to your college’s Client Portal.
2. From the portal, click on Services:                                                                                                   
3. Click on Categories:                                                                                                                        
4. Click on the Category that you will be working on                                                                        
5. Click on New Service to add your service                                                                                       
6. Begin filling out the new service information
   1. Name – the name of the service from the workbook
   2. Short Description – try to keep this short and within 2-3 sentences.
   3. Long Description (Example below)
      1. Overview: A quick overview of the service, can be from the short description
      2. Features & Benefits: bullet points of high-level information about the service
      3. Help & Support: Provide need-to-know information on how to get support, and provide information on the service offerings and forms if it is appropriate                                                                      
   4. Order – keep at “0” for alphabetical order
   5. Manager – Who is going to be held accountable for tickets incoming?
   6. Request Application – Your college’s ticketing application  (might be by business unit, like IT, HR, facilities, etc.)
   7. Request Type – just type the category name and choose the appropriate category
   8. Request Service Text – this is the service offering button, we recommend a standardization of these buttons                                                                               
   9. Make sure Notify Response Resource has a blue check mark
   10. Click Save                                                                                                                  
   11. 
   12.