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  1. Putting model Requests into operation

    Article: AN0002391 Updated: 20.01.2019 Displayed: 335x

    Before you start using model Requests, you have to carry out several steps for its first configuration.

    Prerequisites

    Model Requests is connected with model IT. It is necessary to put also model IT into operation.

    1. Set yourself as IT owner of the model EasyTask

    In order you can manage the model, you have to be either Administrator (setting is done in element AdminLogins in the file web.config) or IT owner of the model (setting is  done in the model: menu Administration - Models - Models, select model Requests and set yourself in the field IT owner).

    2. Assigning access rights

    There are following roles working with model Requests:

    Role Description
    All authenticated users (roles assigned automatically to all users that log on) Displays dashboard with overview of requests. Reports User call (or Incidents if configured). Reports Catalogue requests. Displays overviews.
    IT Manager, IT Application Manager, IT Applicatiom Teamleader Display settings of Catalogue requests subcategories.
    IT Helpdesk Works with User calls, with Catalogue requests. Administers Request categories and subcategories.
    IT System Administrator Works with Catalogue requests.
    Displays settings Catalogue requests of subcategories.
    IT Project Manager Displays settings of Catalogue requests subcategories and Solution teams.
    IT Architect Administers master data, Solution teams etc.

    Above stated permissions can be changed in settings of particular objects. You can withdraw the permissions to current roles, add them to new roles etc. Everything acording to your needs.

    If you are taking over assignment of roles to users from Active Directory groups, make sure that respective users are also members of the respective Active Directory groups. (Active Directory group is defined in the detail of the ObjectGears role: menu Administration - Access control - Roles).

    If you define membership in roles in ObjectGears, assign the respective role to each user (menu Administration - Users - Users).

    3. Review of master data

    In order you can modify master data of the model Requests, you have to have the role IT Architect - see above.

    Model Requests contains several master data tables (Category and Subcategories, User calls and Catalogue requests, Solutions teams, Failure impact). Set them up according to your needs. Master data Request status and Approval may require also change in workflow scripts. Test their modification carefully.

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