Service Portfolio Team

The Service Portfolio Team is responsible for overseeing the creation and publication of all service offerings in the Service Portfolio, which include:

• Services under development

• Services in production and operation, stored in the Service Catalog

• Retired and discontinued services.

Working with Service Portfolio Teams

To maintain control of the creation, editing and deletion of Service Items within the CMDB, Service Portfolio Teams can be assigned to Service Category templates. Included within these Teams are Groups of Users who are responsible for managing Item information at the various stages of the Service Lifecycle.

When Service Portfolio Teams are configured within the application, the option to assign a Service Portfolio Team is displayed within  Service Category templates in the Configuration>Categories tab.  This allows for the Groups that are created within the Team, to be assigned to the different Category Lifecycle States included in the Lifecycle Map displayed in the Item Categories>Life Cycle tab.

Assigning Groups to Category Lifecycle States allows the Users within the Group to edit the details of an Item when it is assigned that stage of the Category Lifecycle.

• When creating the Teams, it is suggested that the Group names reflect the stage of the Service Lifecycle, for instance Service Design, Service Implementation, Service Operation, Service Quality Control and Catalog Management.

Creating a Service Portfolio Team

To create a Service Portfolio Team:

1. Select User>Teams

2. Click New

3. Enter the Team Name

4. Select the Service Portfolio Process
   
   

5. Complete the Team Location details, if required

6. Select Technicians from the Available Technicians list
   Highlight Technician names within the Available Technicians list and click the arrow icon to move the Users to the Selected Technicians list.

7. Set the Team Lead

8. Click Next
   The Service Screen moves to the Group tab where the Users are assigned the various Groups that are provided the privilege of managing Item information and lifecyle status as part of managing the Service Portfolio. Some suggested Groups include Service Design, Service Implementation, Service Operation, Service Quality Control and Catalog Management.
   
   

9. For each Group link, click to assign Users to the Team

10. Move Technicians between the Available and Selected boxes
    
    

11. Select Save

12. Click New, to add other Groups to the Team
    Assign Users as required and Save.

13. Click Done.
     

Removing Team Members from a Group

To remove a User from a Group, with the Team Information screen in Edit mode:

1. Click on the Group Name hyperlink
   The lists of Available and Selected Technicians are displayed.

2. Remove and add Technicians, as required

3. Select Save.

Removing a User from a Team

To remove a User from a Team:

1. In the User tab, click Users
   The User Information screen appears.

2. Click on the name of the User

3. Select the Team tab

4. Click on Edit
   The Remove button is displayed.

5. Select the checkbox to the left of the Team

6. Click Remove.
   If the User is not the only person assigned to an escalation layer of the selected Team, the User will be successfully removed from the Team.