Enable Productivity Tools
Productivity tools show as features on service request create or edit pages.
The following table lists productivity tools that are available for service requests.
Productivity tool |
Description |
Profile Option Code |
---|---|---|
SmartText |
A reusable fragment of text that you can insert in messages and fields |
SVC_ENABLE_STD_TEXT_IN_SR |
Keyboard Shortcuts |
A combination of keyboard keys that can be used to quickly access actions and buttons on the service request pages. |
SVC_ENABLE_KEYBOARD_SHORTCUTS_IN_SR |
SR Audit |
A subtab that displays the history of service requests from the time they're created. |
SVC_ENABLE_AUDIT_IN_SR |
Severity color coding |
A way to color code severity levels so the user can quickly see the SR's severity. |
SVC_ENABLE_SEVERITY_COLOR_IN_SR |
Knowledge |
A list of knowledge articles to help agents find and use the appropriate details. |
SVC_ENABLE_KNOWLEDGE_IN_SR |
Click to Edit |
A way to perform inline editing of records, update records without drilling down, maintain an overview of the SR list pages, and simplify SR data entry. |
SVC_ENABLE_CLICK_TO_EDIT |
Productivity tools are disabled by default. Here's how you enable them:
-
In the Setup and Maintenance Work area, go to the following:
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Offering: Service
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Functional Area: Productivity Tools
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Task: Manage Global Search Profile Options
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Search for the profile option code for the productivity tools that you want to add.
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In the Profile Values section for the profile option code, select Yes in the Profile Value drop-down list.
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Save the configuration.
Now, you can set up and configure each tool according to your requirements.
Update the Status List Order
The status list on the Summary Details page shows a list of statuses that can be associated to a service request. The order of statuses displayed in the list depends on their assigned ranking. Here's how you update the status ranking:
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In the Setup and Maintenance work area, go to the following:
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Offering: Service
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Functional Area: Service Request
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Task: Manage Service Request Status Values
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Update the Ranking column to position the status in the status list according to your requirements.
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Click Save and Close.