This documentation supports the 9.0 version of Service Request Management.

To view the latest version, select the version from the Product version menu.

Creating packages

To organize SRDs, you can group them into a package and create an entitlement rule for that package. This is useful when you use multi-tenancy, where you are managing SRDs for more than one company.

You can relate only one company to each package. For example, if you create a package for Calbro, you cannot relate Acme Company to that package.

When you give a company access to a package, the company automatically has access to all SRDs associated with the package.

After you create a package, you can edit or delete it as needed.

Warning

When you delete a package, all entitlement rules that reference the package are deleted.

To create a package and add SRDs

  1. Open the IT Home page, and select Service Request Management > Service Catalog Manager Console.
  2. Click the Functions link in the left navigation pane, and click Package Management.
  3. Click the plus sign (+) icon at the top of the Package Management window.
  4. In the Name field, enter a name for the package.
    Package names must be unique for a company. Do not enter a name that is the same name as another package already created for the same company.
  5. (Optional) In the Description field, enter a short description of the package.
  6. From the Company field list, select the company to relate the package to.
    All SRDs for the global company and for the selected company are listed in the Available Requestable Offerings (SRDs) table.
  7. In the Package Group field, enter or select a package group for this package.
    For the first package that you create, the list is empty and you must manually enter the name of the group. For all subsequent packages, you can select an existing group from the list or manually type the name of a new group into the field.
    A package group can belong to only one company.
  8. To associate an SRD with the package, select it from the Available Requestable Offerings (SRDs) table, and click Add.
    You can also drag packages from the Available Packages table to the Associated Packages table.
    To filter the SRDs listed in the table, enter a term (from the SRD name) in the Search field, and press Enter.

    Note

    To prevent you from adding SRDs from multiple companies to a package, the Company field is set to read-only after you add the first SRD. The Company field remains read-only when you edit the package.

  9. Click Save.

To edit a package

  1. Open the IT Home page, and select Service Request Management > Service Catalog Manager Console.
  2. Click the Functions link in the left navigation pane, and click Package Management.
  3. Select the package that you want to modify.
  4. Click the pencil icon at the top of the Package Management window.
  5. Modify the Name, Description, and Package Group fields as needed.
    The ID field is read-only because this value is system-assigned. The Company field is also read-only, because the SRDs already in the package are specific to that company.
  6. Add or remove SRDs as needed from the Selected Requestable Offerings (SRDs) table.
  7. Click Save.

To delete a package

  1. Open the IT Home page, and select Service Request Management > Service Catalog Manager Console.
  2. Click the Functions link in the left navigation pane, and click Package Management.
  3. Select the package you want to delete.
  4. Click the minus (-) icon at the top of the Package Management window.
  5. Click Yes to confirm that you want to delete the package.
  6. Click Save.

To add an SRD to a package (alternate)

  1. Open the SRD.
    1. Open the IT Home Page, and select Service Request Management > Service Catalog Manager Console.
    2. Click Console Focus in the left navigation pane, and click Request Definition.
      The Request Definition View appears in the Service Catalog Manager Console.
    3. Click Search to search for the SRD.
      For types of searches you can use, see Managing SRDs.
    4. From the list of matching SRD records in the search results table, open the record to modify.
  2. Click the Package tab.
  3. Packages that are related to the Company for this SRD are listed in the Available Packages table.To filter the packages listed in the Available Packages table, enter a term (from the package name) in the Search field, and press Enter.
  4. To associate a package, select it from the Available Packages table, and click Add.
    You can also drag packages from the Available Packages table to the Associated Packages table.
  5. To view a package, double-click it.
  6. Click Save.

Related topics

Creating entitlement rules
Creating SRD qualifications

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