Creating Foundation data specific to BMC Helix Business Workflows
As an administrator, you can create Foundation data that is specific to BMC Helix Business Workflows. You can create Foundation data for categories, support groups, people, and location, based on your organization needs.
The following table list the actions that you can complete to create Foundation data:
Task | Action | Reference |
---|---|---|
1 | Define Organization data to represent a collection of people with a common purpose specific to the business and to support requirements. | |
2 | Define Person data to represent an employee, an agent, a customer, or a vendor. Person data also includes information about the person, such as their company and organization, site, contact information, roles, login information, and permissions. | |
3 | Define Location data to represent an organization's physical attributes, such as office building or warehouse, or logical location such as sales region. | |
4 | Define Categorization data to classify and organize sets of common items, such as, configuration items, support tickets, incident requests, change requests. | |
5 | Define Geography data to represent the physical location of your sites by identifying the country, state or province, and city. |
Where to go from here
Setting up functional roles, permissions, and assignments for users
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