Add a master data record

Applies to User Roles:

System Administrator

Note: In ITIL best practices, a Configuration Administrator manages master data. In Service Manager, however, only a System Administrator has rights to master data, because the master data is shared by all Service Manager applications. You may need to contact a System Administrator to implement master data changes or to request permission to perform this function.

After you validate that the data sets for a new master data record request meet your company's specifications, you can add the master data record to Service Manager. For example, you may need to add a master data record for a new company location or a new vendor/supplier.

To add a master data record:

  1. Click System Administration > Base System Configuration, and then double-click the master data category you want to add a record to.

    For example, if you want to add a master data record for a new company location, click Locations.

  2. Specify the new master data information and preferences.
  3. Click Add.

    Service Manager adds the new master data record.

Create a data reconciliation report summarizing the data modifications and any reconciliation errors in accordance with your company procedures.

Related topics

Master data records

Validate data sets
Update a master data record
Delete a master data record
Check related configurations