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Oracle® Advanced Support Platform User's Guide

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Updated: July 2022
 
 

Creating Contact List Assignments

This section describes how to create a contact list assignment in Oracle Advanced Support Platform.


Note -  Only users with appropriate permissions are allowed to view and manage contact list assignments for their customer organizations.

To create a contact list assignment for a particular customer organization:

  1. Log in to Oracle Advanced Support Platform.

    The Oracle Advanced Support Platform Home page appears.

  2. From the Admin menu, select Contact List Assignments.

    The Contracts and Contacts page appears.

  3. From the Contact List Type list, select the type of contact list:

    • System Defined Lists: Built-in contact lists used internally by Oracle Advanced Support Platform

    • User Defined Lists: Customized contact lists that are specific to your service delivery organization

  4. From the Contact List list, select a contact list.

  5. To create a contact for the customer organization:

    1. Select the Customer tab, and then click Add Contact for Customer.

      The Customer area expands.

    2. From the Contact list, select the contact to be assigned.

    3. If ranking is allowed for the specified contact list, select the appropriate value from the Rank list. The ranking value ranges from 1 to 10.

    4. (Optional) Select the Verbal Notification check box if you want to inform the contact about the creation of the contact for the customer organization.

    5. Click Add Member.

      The new contact appears in the list of contacts.

  6. To create a contact for a specific configuration item:

    1. Select the Configuration Item tab, and then click Add Contact for Configuration Item.

      The Configuration Item area expands.

    2. From the Contact list, select the contact to be assigned.

    3. If ranking is allowed for the specified contact list, select the appropriate value from the Rank list. The ranking value ranges from 1 to 10.

    4. (Optional) Select the Verbal Notification check field if you want to inform the contact about the creation of the contact for a specific configuration item.

    5. Click Add Configuration Item. The CI Picker dialog field appears, providing the following views:

      • Group View: Select a CI group from the Static Groups or Smart Groups list.

      • CI View: Select the required CI's using the filter lists

    6. Click Select.

      The new CI appears in the Configuration Item area.

    7. Click Add Member.

      The new contact appears in the list of contacts.

  7. To create a contact for a CI group:

    1. Select the CI Group tab, and then click Add Contact for CI Group.

      The CI Group area expands.

    2. From the Contact list, select the contact to be assigned.

    3. From the CI Group list, select the required CI group.

    4. If ranking is allowed for the specified contact list, select the appropriate value from the Rank list. The ranking value ranges from 1 to 10.

    5. (Optional) Select the Verbal Notification check field if you want to inform the contact about the creation of the contact for a CI group.

    6. Click Add Member.

      The new contact appears in the list of contacts.