In this module, configure the statuses through which a service and service agreements (SLA, OLA, UC) can pass.
Status Management in ASMS
State Management (creation, bulk upload, import of formats) can be carried out from the ASMS web console (Current Version) or through the State View (New Version)
1. To configure the statuses and transitions that services and service agreements can go through, log in to the ASMS Management Console in the Catalog and service portfolio from the main menu, select the States.
2. To access the view of statuses by service type and service agreements in the Current version, from the information view of the ASMS console you will be able to access the Status Management Options.
3. To access the status view in the New version, in the ASMS console header menu, select the Try new version. Doing so enables the New View of States, to perform state management.
⚐ Note: To return to the current interface, click on the Return to previous version.
Creation of Statuses/Catalog and Service Portfolio
1. To create a service status, log in to the ASMS Management Console in the Catalog and Portfolio of Services from the main menu, select the States. In the information view, select the New and define the project and service; in the Detail View you will be able to fill in the basic information of the status of the case.
| Field | Description |
|---|---|
| Field Name | Enter a name for the state. |
| Course Description | Write a brief description of the state. |
| Background color | Choose a background color for the state. |
| Stage | Select the status stage (applies to service states only). |
2. When you finish configuring the basic status information, click Save to confirm changes made; in the Detail View of the ASMS console, the created status will be visible with the assigned color and a message confirming the creation of the status will appear at the bottom of the screen. It is recommended to create all the states first and then the transitions from one state to another.
3. To create a transition, select any of the points that are activated within the state and extend it to the next desired state. The transition is represented by an arrow that joins two states.
4. To delete a transition, select it (by clicking on the arrow and dragging a bit) and click on the Erase Transition.
5. After you have created all the transitions between the states, you must create the reasons for each transition. To do this, select the transition (by clicking on the arrow and dragging a little) and at the top right of the screen click on the New button, there type the name of the reason and click on confirmation icon.
6. Follow the steps above to create statuses on the agreement types (SLA, UC, OLA).
Bulk upload of Catalog and portfolio of services
1. To perform the bulk upload of Services and Agreements, enter the ASMS administration console, in the section of Catalogue and portfolio of services from the main menu, select the States . Select the agreement type, and in the information view, select the New/Export Format This option will allow you to export the information with or without data for updating and/or creating statuses.
2. The window is enabled Export format where you must select whether you need to export the empty or data format. Click Export Format.
3. If you download the empty format, a file in Excel format is automatically generated. If you downloaded the form with data, the file is scheduled for download, generating an informative message at the bottom of the screen.
4. From the Admin console header menu, select the Notifications option.
⚐ Note: In the Notifications option you will be able to view the generated format in Pending status (Orange color) and once the export process is finished, it will change to Completed status (Green color) with the download date.
5. Click on the notification to download the file.
The downloaded file includes all the fields of the statuses, you will also find the fields necessary for the creation and/or updating of the statuses.
The Info tab describes in detail the obligation and information to be filled in on each field.
Import Format for States
1. Once the form has been completed, enter the ASMS administration console, in the section Catalogue and portfolio of services from the main menu, select the States. Select the agreement type, and in the information view, select the New/Import.
2. In the Import window, upload the file and click the Save.
3. When you click on the save button to start the import or update of Statuses the file will be scheduled for import, informed with a message at the bottom of the screen and added in the notification panel.
4. When the import is complete, the corresponding notification will change from orange to green, indicating that it has been completed.
5. When you click on the notification, a window will be displayed where you can view the import details.
6. If during the import the file generated an error in one or more of its records, when viewing the import details it will be possible to download a file with the details of the records that generated error.
7. In the import details window, by selecting the unloaded records icon, you will be able to download an Excel file with the details of the errors generated during the import.
Multilanguage
To configure the multilanguage option in catalog and service portfolio states, you must take into account the documentation corresponding to the translations. View Multilanguage.