Items

The Items tab allows Customers to view all Items owned by them directly, shared or via Organizational Unit ownership. It also provides access to Item Outage information.

 

cp_items.png

 

Customers can view all of their Items registered with the support service by selecting the Items tab. The Items tab displays the list of Items assigned to the Customer and their Organizational Unit. Global Items are not included within the Items tab, but if any exist in the system, the Customer is able to log a request against them, as they are displayed in the Items list during the request creation process.

 

 

cp_itemslist.png
 

Viewing Details of an Item

To view details of an Item:

  1. Click on the Item # hyperlink

  2. View details

    cp_iteminfo.png

  3. To view specific Item Details, click  expand.png

  4. Click Done to return to the complete Item list.

 

Adding a New Item

If the option has been enabled by the Administrator in the application Setup, a Customer can create a new Item within the Item tab.

To add a new Item:

  1. Select inline_add.png at the top of the Items List

    cp_itemslist.png
     

  2. Select a Category and define an Item Type

  3. Complete any known Item details

  4. Click Save.
    It should be noted that if the Customer Visible option is set to No for the initial Lifecycle State defined for the Item Category associated with the newly created Item, the Item will not be visible in the Customer Portal when saved. The Service Desk staff need to move the newly created Item to a Lifecycle State that is defined as Customer Visible for it to be accessible in the Customer Portal.

 

Searching for Items

To search for Items, Customers can use the Search option within the Items list. The search can be refined by Item number, Item Type of Item Category. By selecting the Item Category, the fields defined as Customer Visible for the Category selected are displayed.

 

item_search_cp.png

 

Use the inline_search.png to execute the search or inline_reset.png to reset the search field.

 

Outages

When the Outages option has been enabled by the Administrator, a Customer can access Outage Information by selecting the Outages link in the Item tab Menu list. To view Outage information, select the Outages Menu option. See:Outages.


cp_outages_option.png