Approving and publishing services

Services must be published before they appear in BMC Helix Digital Workplace Catalog, and before end users can view and request them. Catalog administrators, internal suppliers, and internal supplier administrators work together to publish services to end users.

Service approval and publishing lifecycle

The following diagram shows how BMC Helix Digital Workplace Catalog users interact to publish services for end users:

Service status in BMC Helix Digital Workplace Catalog

BMC Helix Digital Workplace Catalog services change statuses before they are published to BMC Helix Digital Workplace.

The following table describes who can change a service status and how the service status changes when different actions are performed.

To submit a service for approval

After all the mandatory details of the service are completed, an internal supplier can submit the service for approval.

1. In BMC Helix Digital Workplace Catalog, go to Services > Services.
2. On the My Services tab of the Service Management page, double-click a service to open the Service Options panel for the service.  
3. Click the Actions list, and select Submit for approval.
   

When a service is submitted for approval, it is set to the Pending status and is displayed on the Pending tab.

To publish a service

As a catalog administrator or an internal service supplier administrator, you can publish services that you own when all the mandatory details of a service are predefined. These services are available on the My Services tab.

As a catalog administrator or an internal service supplier administrator, you can approve and publish services that internal service suppliers have sent for approval. Services sent for approval are in Pending status, and are available on the Pending tab.

1. In BMC Helix Digital Workplace Catalog, go to Services > Services.

2. On the Service Management page, click the Pending tab. 
   

   Best practice

   BMC recommends that you select and publish only one service at a time.

3. Double-click the service.
4. Click the Actions list, and select Approve & Publish.

Published services appear on the Published tab, which shows only services that are available for end users to request.

To reject a service

As a catalog administrator or an internal service supplier, you can reject a service with a comment.

1. In BMC Helix Digital Workplace Catalog, go to Services > Services.
2. On the Service Management page, click the Pending tab. 
3. Double-click the service.
4. Click the Actions list, and select Reject.
5. Complete the Reject Revision field, and click Submit.

When the service rejected, it appears on the Rejected tab, and all catalog administrators receive an in-app notification about the rejected service. 

To remove published services from the catalog

Catalog administrators and internal supplier administrators can remove published services from the enhanced catalog as follows:  

• Reject—Remove one or more services from the catalog and set the revision status to Rejected.
• Unpublish—Remove one or more services from the catalog and set the status to Approved.
• Delete—Permanently delete a service from BMC Helix Digital Workplace Catalog and BMC Helix Digital Workplace.

Catalog administrators, internal supplier administrators, and internal suppliers can also make published services temporarily unrequestable. For details, see Setting services and bundles to unrequestable.

Where to go from here

When you have published services that you have created, make sure they are entitled to end users thorough virtual marketplaces. See Entitling end users to services, bundles, and banners.