Reference data management
The reference
data management form enables to manage the data contained within the
application’s various drop-down lists. The form may be accessed via the menu
“Tools > Reference data management”.
The reference data management form enables you to
manage the following lists:
|
|
Addition |
Deletion |
|
Incident |
|
|
|
Incident
and service request categories and subcategories |
l |
l |
|
l |
l |
|
|
Priorities |
l |
l1 |
|
Reasons
for pending |
l |
l |
|
Resolution
codes |
l |
l |
|
Resolution
activity types |
l |
l |
|
CI |
|
|
|
CI
statuses |
l |
l2 |
|
Categories
by CI type |
l |
l |
|
Others |
|
|
|
Departments
and sub-departments |
l |
l |
|
Suppliers |
l |
l |
|
Manufacturers
and models |
l |
l |
|
Sites and
rooms |
l3 |
l |
l1
It is not possible to remove the “1 – Urgent”, “2 – High” and “3 –
l2
It is not possible to remove the “Retired”, “In stock” and “Under repair”
statuses.
l3
Sites may be added here but not rooms. Add the room directly via the site and room
selection form, in the drop-down list of rooms contained within.
·
The English and French descriptions
of all items of all lists are modifiable.
·
To add an item to a list, select the
list, right-click on it and select “Add”.
·
To delete an item from a list,
select the item, right-click on it and select “Delete”.
·
The categories by CI type are
accessible from the “Types” list contained within the CI branch.
Reference
data merging
Using the “Merge…” button, it is possible to merge two
(2) pieces of reference data into a single one.
This can be useful for instance in the case where
drop-lists would need to be updated or restructured in a different manner.
In the above and below illustrations, the item “Call
to user” will be deleted.
All incidents having a “Call to user” resolution
activity type will henceforth display a “Phone call made to the user” resolution
activity type as shown here:
The impact of this modification is important given
that all previous incidents/SRs will be modified.
Location: Index
See also: Incident template management
| Self-service Web
application