Use > Plan > Service Catalog Management > Build the Service Catalog

How to build the Service Catalog

The Service Portal comprises the services and offerings defined in the Service Catalog. The services are categorized and offer various offerings.

  1. From the main menu, select Plan > Service Catalog > Catalog.

  2. In the Category pane, add a category or select an existing category.

    To add a category:

    1. Click Add a Category. The New Category dialog box is displayed.

    2. Enter a Display label. The name of the category.

    3. Enter a Description. A description of the category.

    4. Select a Background image, Background color, and Image, and enter a Display order and URL, as required. For detailed information, see How to design category tiles for the Service Portal.

    5. Click Save.

    For more information about how to edit a category, including how to add entitlement rules, see How to edit the Service Catalog.

  3. Add services to the selected category.

    1. In the Service panel, click Add a Service.

    2. To define a new service, select Create New, and enter a name for the service.

      Alternatively, to select a service that is already defined in the Service Portfolio, select Choose from Service Portfolio, and in the name field, select a service from the list.

    3. Define a description for the service. This description should be what you want to display in the context of the Service Portal. For overview information, see Service definitions.

      A service becomes available in the Service Portal only when it reaches the operational metaphase of its workflow. For more information, see Service component workflow.

      For more information about how to edit a service definition, including how to add entitlement rules, see How to edit a service definition record.

  4. Add offerings under the selected service.

    1. Click Add an Offering and define a name and description for the offering.

    2. Select the offering type: Service/Support.
    3. Activate the offering if desired.

    For more information about how to edit an offering, including how to add entitlement rules, see How to create an offering.

  5. Results

    In the Service Portal the Catalog categories are displayed on the Home page.

    Clicking a category box displays its defined operational services, and subsequently all of each service's active offerings, as long as the user is included in the audience selected for the offering.

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