Document toolboxDocument toolbox

(v1) .Service Desk Packages v2019.1

Any Package can be associated be associated with multiple SDCs. The number of SDCs associated with a given Package is displayed on the grid under the SDCs in Package column. Users can use the 'Toggle Status' button  to make the record Inactive which removes the Package from menus.

To view, create, or edit a Package navigate to Admin > Service Desk > Packages. This opens the Packages grid. To add a new Package click the Add button,  which opens the Add New Packages form.

 .

The 'Title' field is a Required field. There are two tabs that allow the Admin to control how the Package is used in the CustomerCenter, the SDC and Catalog tabs. Each Package must also have at least one SDC associated with it, which is also a Required field on a Package.

SDC tab

The SDC tab allows an Admin to either add a new SDC or select an existing one from the SDCs that are already defined. SDCs on Packages are limited to the Service Request SD Type. The Add button  lets the User create an SDC that is specific for a given Package. The Add Existing button  selects an existing SDC from the SDC grid.

Catalog tab

The Catalog tab allows the Admin to set how the Package appears on the CustomerCenter. This is the Catalog that appears to the Customer under Shopping > Packages on the CustomerCenter. This is the same Catalog tag on the Service Catalog or Equipment Catalog forms.

We can set the image of the Catalog with the Upload Images button.  The Description field allows the User set how the Description appears in the CustomerCenter to the Customers when they attempt to add items to the Cart.


Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242