Main concepts
Application concept | Function/purpose | ||
| Work in a particular area of business functionality. | ||
| Approach the business area from a certain user perspective. | ||
| Access frequently used functions and data in the most efficient manner. | ||
| Start an action or view the data by a single click. | ||
| See and access several types of data in one screen. | ||
| Work with actual data. | ||
| Navigation bar / Sidebar | Note the distinction between Navigation bar (a) and the Sidebar InfoObject (b) | |
Function: Work in a particular area of business functionality.
USU Service Management covers a wide range of business functionality areas, such as service desk and ticketing, asset management, requesting and procurement etc. Internally, individual business areas are represented by so call 'managers', or 'modules'. For the user, a module is represented by one or more business views. Each business view approaches the business area from a different perspective.
Example: You want to work with requesting and procurement.
The area of requesting and procurement is covered by business views 'SRM Manager', 'SRM Catalogue Manager', SRM Request fulfillment' and 'Procurement Manager'. (SRM stands for 'Service Request Management'.)
To start working in a particular business area, expand the 'Business Views' section of the Profile/Settings Dropdown and look for business views relevant to the business area of your interest.
Function: Approach the business area from a certain user perspective.
Individual business views available for a certain business area approach the business area from different user perspectives. Some business views are intended to provide a streamlined set of tools for the end user, others offer depth and flexibility required by the administrator.
Example: You want to manage items offered by the service requests catalog.
The service requests catalog is administered in the 'SRM Catalogue Manager' business view.
To start working with the business view, select it from the 'Business Views' section of the Profile/Settings Dropdown.
Function: Access the most frequently used functions and data in the most efficient manner.
The functionality of a business view can be accessed in different ways, depending on the selected perspective. Up to 3 perspectives may be available for a business view. The 'Start Page' perspective offers quick access to your favourite functionality via customizable smart tiles. The 'Work Page' perspective offers full scope of the business view functionality. The 'Dashboard Page' perspective is geared mainly at data overview.
Example: You want to start creating service offer packages and service offers.
Commonly used actions, such as service offer and offer package creation, are usually accessible as Smart Tiles in the 'Start Page' perspective.
To start your work in the simplest way, select the 'Start Page' perspective from the Perspective Selector in the left navigation bar.
Function: Start an action or view the data by a single click.
Smart tiles in the 'Start Page' perspective are the simplest way to start working. Clicking a smart tile either triggers an action or opens a catalog (or a folder with multiple catalogs). You can also easily rearrange the tiles and add your own.
Example: You want to start creating service offers immediately.
Service offer creation is performed via a creation wizard called by the 'Create Service Offer' action.
To start creating service offers right away, click the 'Create Service Offer' smart tile and follow the creation wizard.
Function: See and access several types of data in one screen.
The 'Work Page' and 'Dashboard Page' perspectives contain multiple InfoObjects of different types. Each InfoObject can contain different data presented in various forms.
Example: You want to see all requesting-relevant catalogs and have the possibility to open them in the workspace.
Standard SRM Catalogue Manager work page contains the 'Tiles' InfoObject, the 'Sidebar' InfoObject with a tree-like structure of available actions and catalogs, and workspace ready for the display of opened catalogs and editors.
Select the 'Work Page' perspective from the Perspective Selector in the navigation bar. In the 'Sidebar' InfoObject , look for requesting-relevant catalogs and double-click those of your interest to open them in the workspace.
Function: Work with actual data.
You use USU Service Management catalogsand editors to work with actual data. Catalogs and editors normally display in the 'Workspace' InfoObject which takes up most of the 'Work Page' perspective.
Example: As a catalog manager, you want to examine and analyze all service shop categories, possibly deleting some and creating new ones.
Catalogs and editors can be opened in many ways. To stay in the 'Work Page' perspective from the previous step, double-click the 'Service Shop Categories' item under 'Catalogs'/'Requesting Configuration' in the 'Sidebar' InfoObject.
You can also access the 'Service Shop Categories' catalog from the 'Start page'. In the 'Start Page', click the 'SRM Classification' Smart Tile. A folder represented by this tile opens. Click the 'Service Shop Categories' tile in the folder.