Creating requests from fulfillment applications
You can configure fulfillment applications so that fulfillment requests generate service requests. Doing so allows end users to view information about fulfillment requests, such as activity log entries, within the context of service requests. For example, when a service agent creates an incident, change request, or work order on the backend, a service request is also created, and the end user can open the service request from the Request Entry console.
The application ships with three system Service Request Definitions (SRDs) to support the reverse creation of requests from fulfillment applications. Each SRD comes with its corresponding system Process Definition Template (PDT) and Application Object Template (AOT). For information about SRDs shipped with the application, see System SRDs shipped with the product.
Important
- Entitlement rules are required for the system SRDs if the Apply Entitlement Rules to Global SRDs option is set to Yes. For more information, see Enabling entitlement.
- In Remedy with Smart IT, the Initiated status is called Planning. For more information, see
Submitting service requests using Smart IT
.
Since work orders do not include Impact and Urgency fields, the service request is created with a default value of Medium for Impact and Urgency. Service request notifications include the Medium value for Impact and Urgency, but not the Priority value from the work order.
Work order and service request status comparison
The following table compares the relationship of work order status values to service request status values:
Work order status | Work order status | Service request status | Service request status |
---|---|---|---|
Assigned | Initial Status | Initiated/Planning | Not applicable |
Assigned | Awaiting Request Assignee | Initiated/Planning | Not applicable |
Pending | Client Hold | Pending | Not applicable |
Pending | Client Additional Information Requested | Pending | Not applicable |
Pending | Client Action Required | Pending | Not applicable |
Pending | Support Contact Hold | Pending | Not applicable |
Pending | Local Site Action Required | Pending | Not applicable |
Pending | Purchase Order Approval | Pending | Not applicable |
Pending | Supplier Delivery | Pending | Not applicable |
Pending | Third Party Vendor Action Reqd | Pending | Not applicable |
Pending | Infrastructure Change | Pending | Not applicable |
Waiting Approval | Not applicable | In Progress | Not applicable |
Planning | Work not started | In Progress | Not applicable |
In Progress | Not applicable | In Progress | Not applicable |
Completed | Successful | Completed | Successful |
Completed | Successful with Issues | Completed | Successful |
Rejected | Not applicable | Cancelled | By Provider |
Cancelled | Cancelled by Requester | Cancelled | By Provider |
Cancelled | Cancelled by Support | Cancelled | By Provider |
Closed | Customer Close | Completed | Successful |
Closed | System Close | Completed | Successful |
Closed | System Close with Issues | Completed | Successful |
Change request and service request status comparison
The following table compares the relationship of change request status values to service request status values:
Change request status | Change request status | Service request status | Service request status |
---|---|---|---|
Draft | Initiated/Planning | Not applicable | |
Request for Authorization | In Progress | Not applicable | |
Request for Change | In Progress | Not applicable | |
Planning in Progress | In Progress | Not applicable | |
Planning in Progress | Accepted | In Progress | Not applicable |
Planning in Progress | Assigned | In Progress | Not applicable |
Planning in Progress | Built | In Progress | Not applicable |
Scheduled For Review | In Progress | Not applicable | |
Scheduled For Approval | In Progress | Not applicable | |
Scheduled | In Progress | Not applicable | |
Implementation In Progress | In Progress | Not applicable | |
Implementation In Progress | In Verification | In Progress | Not applicable |
Implementation In Progress | In Rollout | In Progress | Not applicable |
Implementation In Progress | In Development | In Progress | Not applicable |
Implementation In Progress | In Test | In Progress | Not applicable |
Implementation In Progress | In Build | In Progress | Not applicable |
Implementation In Progress | In Rollback | In Progress | Not applicable |
Implementation In Progress | In Documentation | In Progress | Not applicable |
Pending | Vendor Purchase | Pending | More Information |
Pending | Support Group | Pending | More Information |
Pending | Task Review | Pending | More Information |
Pending | Miscellaneous | Pending | More Information |
Pending | Future Enhancement | Pending | More Information |
Pending | Approval Error | Pending | More Information |
Pending | Manager Intervention | Pending | More Information |
Rejected | Cancelled | By Provider | |
Rejected | Insufficient Task Data | Cancelled | By Provider |
Rejected | Insufficient Change Data | Cancelled | By Provider |
Rejected | Schedule Conflicts | Cancelled | By Provider |
Completed | Completed | Successful | |
Completed | Final Review Complete | Completed | Successful |
Completed | Final Review Required | Completed | Successful |
Completed | Additional Coding | Completed | Successful |
Closed | Completed | Successful | |
Closed | Successful | Completed | Successful |
Closed | Successful with Issues | Completed | Successful |
Closed | Unsuccessful | Completed | Successful |
Closed | Backed Out | Completed | Successful |
Closed | Automatically Closed | Completed | Successful |
Cancelled | Cancelled | By Provider | |
Cancelled | No Longer Required | Cancelled | By Provider |
Cancelled | Funding Not Available | Cancelled | By Provider |
Cancelled | To Be Re-Scheduled | Cancelled | By Provider |
Cancelled | Resources Not | Cancelled | By Provider |
Cancelled (by user) | Cancelled | By User |
Incident and service request status comparison
The following table compares the relationship of incidents status values to service request status values:
Incident status | Incident status | Service request status | Service request |
---|---|---|---|
New | Initiated/Planning | Not applicable | |
Assigned | Initiated/Planning | Not applicable | |
In Progress | In Progress | Not applicable | |
Pending | Local Site Action Required | Pending | More Information |
Pending | Purchase Order Approval | Pending | More Information |
Pending | Registration Approval | Pending | More Information |
Pending | Supplier Delivery | Pending | More Information |
Pending | Support Contact Hold | Pending | More Information |
Pending | Third Party Vendor Action Reqd | Pending | More Information |
Pending | Client Action Required | Pending | More Information |
Pending | Infrastructure Change | Pending | More Information |
Pending | Request | Pending | More Information |
Pending | Future Enhancement | Pending | More Information |
Pending | Pending Original Incident | Pending | More Information |
Pending | Client Hold | Pending | More Information |
Pending | Monitoring Incident | Pending | More Information |
Pending | Automated Resolution Reported | Pending | More Information |
Resolved | Future Enhancement | Completed | Successful |
Resolved | Monitoring Incident | Completed | Successful |
Resolved | Customer Follow-Up Required | Completed | Successful |
Resolved | Temporary Corrective Action | Completed | Successful |
Resolved | No Further Action Required | Completed | Successful |
Resolved | Automated Resolution Reported | Completed | Successful |
Closed | Completed | Successful | |
Closed | Infrastructure Change Created | Completed | Successful |
Closed | Automated Resolution Reported | Completed | Successful |
Cancelled | Cancelled | By Provider | |
Cancelled | No longer a Causal CI | Cancelled | By Provider |
Cancelled (by user) | Cancelled | By User |
To generate a request from a fulfillment application
The following example uses Work Order Management. The procedure is similar for BMC Incident Management and BMC Change Management. For more information, see
Configuring change rules
and
Incident rules
.
- In the Application Administration Console, choose Custom Configuration > Service Request Management > Work Order > Rules to open the Work Order Rules form in New mode.
- In the Create Service Request on Submit field, select Yes.
- Ensure that the rule is enabled, and save it.
- Create a new work order.
When you submit the new work order, a service request is created.
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