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HP Service Manager Process Designer for Help Desk Workflow Transitions

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HP Service Manager Process Designer for Help Desk. Workflow Transitions. Interaction Workflow. Interaction Transitions - 1. Manual Transition to Closure (FCR) Close Interaction User Authorized to Close & Not ESS & Not Service Catalog. Manual Transition to Closure Close Invalid Request - PowerPoint PPT Presentation

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Page 1: HP Service Manager Process Designer for Help  Desk

HP Service ManagerProcess Designer for Help Desk

Workflow Transitions

Page 2: HP Service Manager Process Designer for Help  Desk

Interaction Workflow

Page 3: HP Service Manager Process Designer for Help  Desk

Interaction Transitions - 1

Default Transition to Categorization

Automatic Transition to Work In Progress

Status = Dispatched ORStatus = In Progress OR

Status = Resolved

Automatic Transition to Review

Status = Resolved

Manual Transition to Closure

Close InteractionUser Authorized to Close

Manual Transition to Closure (FCR)

Close InteractionUser Authorized to Close &

Not ESS & Not Service Catalog

Manual Transition to Closure

Close Invalid RequestUser Authorized to Close

Page 4: HP Service Manager Process Designer for Help  Desk

Interaction Transitions - 2Automatic Transition to

CategorizationStatus = Categorize OR

Status = Assign

Automatic Transition to Work In Progress

Status <> Resolved &Status <> Callback

Withdrawal Processing

Manual Transition to Closure

Close InteractionUser Authorized to Close

Manual Transition to Withdrawal

WithdrawUser Authorized to Update

Automatic Transition to Work in Progress

Status = In Progress ORStatus = Dispatched

Page 5: HP Service Manager Process Designer for Help  Desk

Interaction Transitions - ALL

Default Transition to Categorization

Automatic Transition to Work In Progress

Status = Dispatched ORStatus = In Progress OR

Status = Resolved

Automatic Transition to Review

Status = Resolved

Manual Transition to ClosureClose Interaction

User Authorized to Close

Manual Transition to Closure (FCR)Close Interaction

User Authorized to Close &Not ESS & Not Service Catalog

Manual Transition to ClosureClose Invalid Request

User Authorized to Close

Automatic Transition to Categorization

Status = Categorize ORStatus = Assign

Automatic Transition to Work In Progress

Status <> Resolved &Status <> Callback

Withdrawal Processing

Manual Transition to Closure

Close InteractionUser Authorized to Close

Manual Transition to WithdrawalWithdraw

User Authorized to Update

Automatic Transition to Work in Progress

Status = In Progress ORStatus = Dispatched

Page 6: HP Service Manager Process Designer for Help  Desk

Incident Workflow

Page 7: HP Service Manager Process Designer for Help  Desk

Incident Transitions - 1

Default Transition to Categorization

Automatic Transition to Investigation

Status <> Categorize &Status <> Assign &

Status <> Suspended

Automatic Transition to Recovery

Status = Resolved ORSolution <> NULL &

Status = Work In Progress

Automatic Transition to Review

Status = In Progress ORStatus = Dispatched

Manual Transition to Closure

Close IncidentUser Authorized to Close OR User Authorized to Inactivate & Use Resolved Status = True

Manual Transition to Closure

Close IncidentUser Authorized to Close & Use Resolved Status = False

Page 8: HP Service Manager Process Designer for Help  Desk

Incident Transitions - 2

Automatic Transition to Investigation

Status = Work In Progress

Automatic Transition to Investigation

Solution = NULL

Automatic Transition to Categorization

Status = Assign ORStatus = Categorize

Page 9: HP Service Manager Process Designer for Help  Desk

Incident Transitions - All

Default Transition to Categorization

Automatic Transition to Investigation

Status <> Categorize &Status <> Assign &

Status <> Suspended

Automatic Transition to Recovery

Status = Resolved ORSolution <> NULL &

Status = Work In Progress

Automatic Transition to Review

Status = In Progress ORStatus = Dispatched

Automatic Transition to Investigation

Status = Work In Progress

Manual Transition to Closure

Close IncidentUser Authorized to Close OR User Authorized to Inactivate & Use Resolved Status = True

Manual Transition to Closure

Close IncidentUser Authorized to Close & Use Resolved Status = False

Automatic Transition to Investigation

Solution = NULL

Automatic Transition to Categorization

Status = Assign ORStatus = Categorize

Page 10: HP Service Manager Process Designer for Help  Desk

Incident & Problem Task Workflow

Page 11: HP Service Manager Process Designer for Help  Desk

Incident & Problem Task Transitions

Default Transition to Active

Manual Transition to CancelledCancel Task

User Authorized to Close

Manual Transition to Closure

Close TaskUser Authorized to Close

Automatic Transition to Active

Status = Work In Progress

Automatic Transition to Categorization

Status = Pending Review

Manual Transition to CancelledCancel Task

User Authorized to Close

Manual Transition to Closure

Close TaskUser Authorized to Close

& Priority > 2

Page 12: HP Service Manager Process Designer for Help  Desk

Problem Workflow

Page 13: HP Service Manager Process Designer for Help  Desk

Problem Transitions - 1

Manual Transition to Closure

Close ProblemUser Authorized to Close

Manual Transition to Abandonment

Abandon ProblemUser Authorized to Close

Automatic Transition to Review

Status = Resolved

Automatic Transition to Resolution

Root Cause <> NULL &Status = Work In Progress

Automatic Transition to Investigation

Status = Work In Progress

Default Transition to Categorization

Page 14: HP Service Manager Process Designer for Help  Desk

Problem Transitions - 2

Manual Transition to ClosureClose Duplicate Problem

User Authorized to Close &Duplicate of Problem <> NULL &

Duplicate Problems <> NULL

Automatic Transition to Categorization

Status = Assign ORStatus = Categorize

Automatic Transition to Investigation

Status = Categorize ORRoot Cause = NULL &

Status = Work In Progress

Automatic Transition to Resolution

Status = Categorize ORStatus = Work In Progress

Page 15: HP Service Manager Process Designer for Help  Desk

Problem Transitions - ALL

Manual Transition to ClosureClose Duplicate Problem

User Authorized to Close &Duplicate of Problem <> NULL &

Duplicate Problems <> NULL

Automatic Transition to Categorization

Status = Assign ORStatus = Categorize

Automatic Transition to Investigation

Status = Categorize ORRoot Cause = NULL &

Status = Work In Progress

Automatic Transition to Resolution

Status = Categorize ORStatus = Work In Progress

Default Transition to Categorization

Manual Transition to ClosureClose Problem

User Authorized to Close

Automatic Transition to Review

Status = Resolved

Automatic Transition to Resolution

Root Cause = NULL &Status = Work In Progress

Manual Transition to Abandonment

Abandon ProblemUser Authorized to Close

Automatic Transition to Investigation

Status = Work In Progress

Page 16: HP Service Manager Process Designer for Help  Desk