Using the Service Request Designer
This section describes how to use the Service Request Designer to create SRDs. The following topics are provided:
- Starting the Service Request Designer
- Completing the Description section
- Completing the Fulfillment Process section
- Completing the Approvers section
- Completing the Entitlements section
- Completing the Options section
- Completing the Deployment section
The Service Request Designer provides an easy-to-use wizard interface for Service Catalog Managers and Business Analysts to create or modify requestable services (SRDs).
For more details about creating SRDs, see Creating service request definitions.
Note
You must have the Service Catalog Manager permission to create SRDs.
The Service Catalog Manager or the Business Analyst can use the Service Request Designer to specify the definitions, processes, entitlements, approvals, and so on for a requestable service (SRD). The requestable service is a type of service offering, communicated to users as a service request through the Request Entry console.
From start-to-finish, the Service Request Designer steps you through the process of adding the following functions to your requestable service:
- Service request description (for example, company, title, graphic, and so on)
- Service categories
- Service request details hidden or visible to users
- Notification sent to users
- Fulfillment process used by the requestable service (including quick launch PDTs)
- Questions and mappings added to the requestable service
- Service request approvers
- Packages and entitlements
Note
The Service Request Designer does not support adding a survey to an SRD or specifying an SRD as a System Request in the Request Entry console. To perform these tasks, you must use the Service Request Definition form.
Some functionality in the Service Request Designer requires advanced permissions for you to access. For example, for Request Catalog Managers to access the Manage Categories button on the Description - Details panel, they must have SRM Administrator permission. The Manage Processes button requires Request Catalog Manager permission and the Manage Entitlements button requires Entitlements Administrator permission.
If a stage requires validation, the Service Request Designer validates it in the creation of a requestable service, before you can advance to the next panel. Not all stages require validation (for example, the Options stage or the Entitlement stage). Clicking the Next button advances you to the next step of the wizard after you have passed validation. You can click the Back button to return to earlier stages in the process.
You should have already created the underlying application templates, AOTs, and PDTs that you want to use in the requestable service.
Note
If you are a Business Analyst, you can create SRDs only by using the Service Request Designer, and you can view only SRDs that you created. Also, you cannot view SRDs that have a status of Cancelled or Expired. Request Catalog Managers can create SRDs by using the Service Request Designer or the Service Request Definition form, and can view all SRDs.
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