Overview of Optional Setup Tasks for Service BU
Once the preliminary steps for setting up Service business units (BUs) are done, you can set up BU-specific tasks. All the BU-specific tasks are grouped under the Business Units functional area.
For multiple BUs in Service, the setup tasks are the same as in a normal Service setup. The only difference is that with most tasks for multiple BUs, you can do one of the following:
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Use the default site-value profile option.
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Set or select the business unit profile value.
However, the previous statement isn't true for some tasks for multiple BUs. The following multiple-BU tasks aren't related to profile options, so you must configure these tasks for each BU separately:
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Manage Service Categories for Business Units
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Manage HR Help Desk Service Categories for Business Units
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Manage Communication Channels for Business Units
Here's a list of the other Service optional setup tasks and the help topics that provide more information.
Service Task |
Related Topics |
---|---|
Manage Business Unit |
Define Business Units |
Manage Service Product Groups Usage for Business Unit Manage HR Help Desk Product Group Usage for Business Unit |
Define a Catalog for the Service Offering Associate Different Catalogs to Different Business Units |
Manage Service Categories for Business Unit Manage HR Help Desk Service Categories for Business Unit |
Manage Service Request Categories Manage Service Request Categories and Product Usage Groups for HR Help Desk |
Manage Communication Channels for Business Unit |
Managing Communication Channels |
Manage Service Email Templates for Business Unit Manage Human Resources Help Desk Email Templates for Business Unit |
Define Email Templates Configure HR Help Desk Email Note: You must perform additional steps to complete the
Manage Service Email Templates for Business Unit task. In Functional
Setup Manager, in the Business Units functional area of the Service
offering, show All Tasks. For
each task, click the Scope link
and select the BU that you want. When you finish, click the Select and Go to Task button.
|
Manage Service Milestone Configuration for Business Unit |
Overview of Milestones for Multiple BUs |
Manage Outbound Email Profile Values for Business Unit |
Configure Profile Options for Inbound and Outbound Email |