Service Offerings

In TeamDynamix, Service Offerings are a component of a Service, which include their own details, their own form and settings, and their own configuration item and relationships. Each service can be directly requestable or can have one or more service offerings. In order to create or manage service offerings, the user must have the permission Modify Service Offerings on the client portal security role and must be able to edit the parent Service.

Creating and Managing Service Offerings

Follow these steps to create a Service Offering:

  1. Navigate to the Service that you want to add a Service Offering to in the client portal. This must be in the client portal application where the service is defined.
  2. Click the New Service Offering button. 
  3. In the New Service Offering page, enter the details of the Service Offering. Most of these fields will behave the same as on a Service, and some are read-only because they inherit their value from the parent service. 
  4. Enter a value for Request Service Offering Text. This field is required for Service Offerings so that the system can show a different request button for each Service Offering. 
  5. If you are creating the first Service Offering for a Service, choose whether to copy the Form Settings from the service.
  6. Save.

Once created, as with a Service, you can edit the Service Offering to change most of its settings. A user can edit the Service Offering if they have the Manage Service Offerings permission and they can either edit the parent Service or they are defined as the Service Offering Manager. 

Service Offerings in the Client Portal

Once a Service Offering has been created, the Service will no longer be directly requestable. Instead the Service Details page will include a button to directly request each of its Service Offerings and a link to each Service Offering's own Detail page. Both Services and Service Offerings can be added as favorites, and both will appear in My Recently Visited Services and in Search results. Service Offerings cannot be the target of a shortcut, but Services that have Service Offerings can still be shortcut targets. 

Service Offerings in TDNext

As with Services, Service Offerings will have a Configuration Item automatically created that represents it, using the "Service Offering" CI type. A parent/child CI Relationship will be automatically generated and maintained between the Service and its Service Offerings. Service Offerings are reportable using the Service Offering report source in Analysis and Service Offering columns in other report sources. 

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Details

Article ID: 131754
Created
Wed 4/21/21 4:45 PM
Modified
Thu 9/30/21 4:45 PM

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