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TDX: How to Add Services Under Categories in the Service Catalog
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Create Services under Categories in the Service Catalog
Assumption
You are a TeamDynamix Application Admin for your client portal.
How to
Proceed to your college’s Client Portal.
From the portal, click on Services:
Click on Categories:
Click on the Category that you will be working on
Click on New Service to add your service
Begin filling out the new service information
Name – the name of the service from the workbook
Short Description – try to keep this short and within 2-3 sentences.
Long Description (Example below)
Overview: A quick overview of the service, can be from the short description
Features & Benefits: bullet points of high-level information about the service
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
Order – keep at “0” for alphabetical order
Manager – Who is going to be held accountable for tickets incoming?
Request Application – Your college’s ticketing application (might be by business unit, like IT, HR, facilities, etc.)
Request Type – just type the category name and choose the appropriate category
Request Service Text – this is the service offering button, we recommend a standardization of these buttons
Make sure Notify Response Resource has a blue check mark
Click Save
Details
Details
Article ID:
152675
Created
Fri 8/23/24 11:54 AM
Modified
Wed 9/4/24 12:52 PM