Reviewing the status of service requests
Users with access to the BMC Helix Digital Workplace Catalog can check the status of self-service requests.
To ensure that the system is fulfilling services correctly, check the status of self-service requests on the Service Requests page. You can filter service requests, and export the data to a CSV file for further analysis.
Status mapping across work orders, BMC Helix Digital Workplace Catalog, and BMC Service request management
This table depicts the comparative analysis and mapping of status across various systems or platforms.
S.No | Work order status | BMC Helix Digital Workplace Catalog status | BMC Helix Digital Workplace status |
|---|---|---|---|
1 | Assigned | Active | In progress |
2 | Planning | Active | In progress |
3 | Pending | Pending | Pending |
4 | Waiting Approval | Waiting approval | Waiting approval |
5 | In progress | Active | In progress |
6 | Completed | Completed | Completed |
7 | Rejected | Rejected | Rejected |
8 | Cancelled | Cancelled | Cancelled |
9 | Closed | Closed | Closed |
10 | NA | Failed | Failed |
Status mapping between BMC Service Request Management and BMC Helix Digital Workplace
S.No | Service Request Management status | BMC Helix Digital Workplace Catalog status | BMC Helix Digital Workplace status |
|---|---|---|---|
1 | Waiting approval | Waiting approval | Waiting approval |
2 | Submitted | Active | In progress |
3 | Rejected | Rejected | Rejected |
5 | Pending | Pending | Pending |
6 | Initiated (AKA) Planning | Active | Initiated |
7 | In Review | NA | NA |
8 | In progress | Active | In progress |
9 | In Cart | NA | NA |
10 | Draft | NA | NA |
11 | Completed | Completed | Completed |
12 | Closed | Closed | Closed |
13 | Cancelled | Cancelled | Cancelled |
14 | NA | Failed | Failed |
To verify request details
- In the Catalog console, select Reports > Service Requests.
As a service agent, you have access only to the Service Requests page. - To view the details of a service request, double-click the service request for which you want to see the details or select the service request and then select Actions > Details.
The Request Details panel displays the following information:
- Overview tab—shows the summary details of a service request such as Requested by, Requested for, Start date/ Completed date, Request ID, Order ID, Status and so on.
- Request Details tab—shows how the end user responded to the service questionnaire. If a service request has confidential questions in the questionnaire, the confidential answers are not displayed in the User Responses sections.
- Survey Responses tab—shows how the end user rated the service and responded to survey questions.
- Comments tab—shows any comments added by end users after they request a service.
- Error Details tab—shows error details if a service request failed.
If the service was originally created from an imported SRD from BMC Service Request Management, you can see the request ID generated for the request. The ID can be used to search BMC Helix Digital Workplace. A service agent or IT Administrator can search BMC Helix ITSM: Smart IT or BMC Service Request Management using this ID.
To restart failed requests
As a catalog administrator, click Restart process to restart a failed process. Agents, internal service suppliers, and internal service supplier administrators cannot restart a failed process.
This option is not available for cases created in BMC Helix Business Workflows, fulfillment URLs, services that have external activities, and services that are parents in a dependent service that has child services in progress. If your end users have configured their status updates and notifications, they will be notified when their request transitions from the Fault to In Progress status.
End users will see their request transition from the Fault to In Progress status in the My Activity tab. If your end users have configured their status updates and notifications, they will also be notified when this status change occurs.
The option to restart a service is not available in the following conditions:
- Services for which fulfillment is set to External Link are not shown in the reports and cannot be restarted.
- Services that are parents in a dependent service with child services in progress - For example, if an IoT Storage request is the child service and still in progress and the IoT Device request fails, it cannot be restarted. For more information, see Specifying-dependent-services.
Service requests auto-created when a BMC Helix Business Workflows agent creates a case. For more information, see Enabling automatic creation of service requests in BMC Helix Digital Workplace Advanced from cases.
To troubleshoot failed requests
When a request cannot be fulfilled, the system returns a Fault status to the end user in the end user console. The system also reports the failed request on the Service Requests page in the Catalog console. Double-click the failed request line to view the relevant section of the error log . You can also export the single request as a CSV file, to send to your IT help desk to investigate with BMC Support.
The following illustration shows a Service Request Detail window.
To view the service request process
When a process is completed, closed, failed, waiting for approval, or active, you can open the workflow and view the process instance information such as start time, completed time, errors, and activity results.
The View Process button is displayed only if a process instance is created, that is, when one of the following conditions are true:
- The process includes wait steps such as Receive Task, User Task, or, Call Activity and the process was successfully executed till the wait step and failed or paused at the wait step.
- The process does not include wait steps and the process was successfully executed.
The process steps are depicted in the following colors:
- Green - Completed
- Red - Errored
- Yellow - Suspended
- Orange - Active
In the Catalog console, select Reports > Service Requests.
As a service agent, you have access only to the Service Requests page.
- To view the details of a service request, double-click the service request for which you want to see the details or select the service request and then select Actions > Details.
- Select View Process > Date and time stamp when the process failed, as shown in the following image:
The following image is an example of a failed process: