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Table 9-2
Action
Customize the appearance of
the ServiceDesk portal.
Customize the appearance
and content of forms.
Establish rules for routing
incidents.
Configurations for the ServiceDesk application software (continued)
Description
You can customize the appearance of the ServiceDesk portal in the following ways:
Customize the general appearance by adding a company logo and selecting a
theme, menu style, and other appearance-related features.
You can perform this customization in the ServiceDesk portal, in the
Customization section of the portal master settings.
Customize individual portal pages for the entire organization or for users, groups,
or organizational groups, or permission groups.
Administrators have permission to customize portal pages and to grant
customization permissions to other ServiceDesk users.
See
"About customizing the contents of ServiceDesk portal pages"
In the ServiceDesk portal, a form is the screen or page that users and workers interact
with during a process. ServiceDesk contains predefined forms for all its processes.
These predefined forms are complete and ready to use immediately. However, you
can customize any of the forms to meet your organization s established process
requirements.
You can use Workflow Designer to customize the appearance and behavior of the
forms in the ServiceDesk portal.
See
"About customizing forms"
Examples of common form customizations are as follows:
Setting permissions for forms.
Editing the Customer Satisfaction Survey to change the frequency with which it
is sent and the data that it collects.
See
"About the Customer Satisfaction Survey"
Routing rules determine the users or groups that new ServiceDesk incidents are
assigned to. The rules also determine how incidents are escalated. ServiceDesk
contains predefined routing rules and other settings that are ready to use, but you
can customize them to meet your organization s requirements. Most organizations
perform some level of customization.
You can customize the routing rules by editing the SD.RoutingRules project in
Workflow Designer.
Configuring the ServiceDesk application
Configuring the ServiceDesk application software
on page 147.
on page 149.
127
on page 147.
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