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:

Use the default site-value profile option.
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:

Manage Service Categories for Business Units
Manage HR Help Desk Service Categories for Business Units
Manage Communication Channels for Business Units

Note: Categories and channels are restricted based on the BU set as the scope.

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