Zurich Service Management

Release: zurich
ft:locale: English
ft:publication_title: Zurich Service Management
ft:clusterId: sm4e
bundleId: sm4e
workflow: Technology

Service Management
Activate Service Management
Activate other Service Management applications
Service management states
State flow customization
State flow dictionary overrides
Work notes in state flows
Field controls in state flows
Trigger events on state changes
Rebuild state flows
State flow cleanup
State flow example
Implications of disabling SM state flows
Re-enable state flows
Service Management Core installation reference
Installed with Service Management Core
Planned Maintenance
Activate Planned Maintenance
Installed with SM Planned Maintenance
Managing maintenance plans
Create a maintenance plan
Property settings for Planned Maintenance
Configure a maintenance schedule
Changes to maintenance schedules
Associate a maintenance plan to filtered records
Associate a schedule template to matching records
Run a scheduled job to execute a maintenance schedule
Run a maintenance schedule on demand
View a maintenance log
Maintenance plan examples
Domain separation and Planned Maintenance
Facilities Service Management
Facilities Service Management overview
Activate Facilities Service Management
Create a group
Configure Facilities Service Management
Task vs. request driven processing
Installed with Facilities Service Management
Tables installed with Facilities Service Management
Properties installed with Facilities Service Management
Roles installed with Facilities Service Management
Script includes installed with Facilities Service Management
Business rules installed with Facilities Service Management
Email notifications installed with Facilities Service Management
Catalogs installed with Facilities Service Management
Table transform maps installed with Facilities Service Management
Activate Facilities Move Management
Configure Enterprise Move
Installed with Facilities Move Management
Tables installed with Facilities Move Management
Properties installed with Facilities Move Management
Roles installed with Facilities Move Management
Email templates installed with Facilities Move Management
Script includes installed with Facilities Move Management
Client scripts installed with Facilities Move Management
Notification email scripts installed with Facilities Move Management
Business rules installed with Facilities Move Management
Workflows installed with Facilities Move Management
Activate Facilities Visualization Workbench
Facilities visualization workbench configuration
Migrate facilities data to new space definition tables
Installed with Facilities Visualization Workbench
Tables installed with Facilities Visualization Workbench
Space Management properties
System property categories installed with Facilities Visualization Workbench
Script includes installed with Facilities Visualization Workbench
Client scripts installed with Facilities Visualization Workbench
Business rules installed with Facilities Visualization Workbench
Macros installed with Facilities Visualization Workbench
Facilities service management process
Facilities requests
Facilities request creation
Create a request through the facilities catalog
Create a request with the facilities request form
Facilities request approvals
Facilities agent assignment
Schedule blackout periods
Create a facilities schedule blackout
Collaborate on a request
Change the location of a request
Close a request
Closed and completed requests
Facilities request tasks
Create a facilities request task
Task windows
Clone a request task
Task template for common tasks
Auto-dispatch a task
Domain separation and Facilities Service Management
Space management
GeoJSON map files
Community file
Campus information
Building information
Level information
Level geometry file
Valid classes
Process GeoJSON map files
Customer-created maps
Space roll up calculations
Add or edit a campus
Add or edit a building
Add or edit a floor or level
Add or edit a space
Add or edit a zone
Delete a campus
Delete a building
Delete a floor or level
Delete a space
Delete a zone
Run transform to update data
Transform map
Facilities move management
Facilities move requests
Create a move request through the facilities catalog
Create a move request with the move request form
Facilities move request templates
Enterprise move
Move planning tool
Enterprise move scenarios
Plan a move scenario
Lounge
Activate a delegator
Move delegators
Assign users to seats
Enterprise move details
Enterprise move requests
Enterprise move tasks
Interactive facility maps
Map filters
Simple filters
Saved filters
Create a map filter in Facilities Service Management
Enhanced labels
Map settings
Find a space or user on a mobile interface
Find a space or user
Find an asset or CI
Show any task on a map
Facilities Floor Plan
Create a facility request from the floor plan
Facilities Workbench
Find a move request
Find a facilities request
Edit a zone
Request Management in a Service Management application
Request creation
Create a request through a catalog
Request creation using inbound email actions
Create a request from an inbound email
Create a request from a forwarded inbound email
Update a request from an inbound email
Request states
Request approvals
Agent assignment methods
Manually assign agents to active requests
Agent auto assignment
Agent auto assignment using rating-based criteria
Agent auto assignment using location
Agent auto assignment using skills
Agent auto assignment using time zones
Agent auto assignment using time-based criteria
Agent auto assignment using schedules
Agent auto assignment using priority assignment
Agent auto assignment using multiple selection criteria
Collaborate on a request
Close a request
Closed and completed requests
Request task management
Create request tasks
Request task states
Task windows
Task template for common tasks
Clone a request task
Request Management Platform Analytics Solutions
Legacy: Request Management - Requested Item dashboard
Open Requested Item State Monitor dashboard
Open Requested Item Age Monitor dashboard
Open Requested Item Reports dashboard
Legacy: Request Management - Request dashboard
Open Requests State Monitor dashboard
Open Requests Age Monitor dashboard
Open Request Reports dashboard

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