Layton ServiceDesk - Implementing Project Management

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(Moved section "Request Class" above "Request Types")
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==Request Types==
 
==Request Types==
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#Go to ''Administration > Libraries > Request Types''.
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Go to ''Administration > Libraries > Request Types''.
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#Create a Request Type, with the name of the project, as a top-level Request Type. All the Request Types that would be used with the project will be below this.
+
  
 
===Recommended Configuration===
 
===Recommended Configuration===
 
====Properties====
 
====Properties====
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+
#Create a '''[[Layton ServiceDesk - Settings - Libraries - Request Types#Create a New Top-Level Request Type|new top-level Request Type]]'''. All the Request Types that would be used with the project will be below this. It will be used as an organizational level to hold the Request Types that will be used.
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#Create the Request Types that will be used with the project as sub-Request Types to the previous.
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#Configure these '''[[Layton ServiceDesk - Settings - Libraries - Request Types#Editing an Existing Request Type|settings]]''':
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##''Name'': The same name used with the project Request Class
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##''Is Incident'': Disable
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##''Request Class'': The Request Class that is being used for the project, with the project name
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##''Default Priority'': (None)
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##''Auto Populate Assigned Analyst'': (None)
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##''Specify Analyst'': No value
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##''Do Not Email'': Disable
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##''Task Template'': None
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#Create the Request Types that will be used with the project as sub-level Request Types to the previous. Use these settings:
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##''Name'': A meaningful name for the type of Request that it will be used with
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##''Is Incident'': Disable
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##''Request Class'': The Request Class that is being used for the project, with the project name
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##''Default Priority'': At your discretion
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##''Auto Populate Assigned Analyst'': At your discretion
 +
##''Specify Analyst'': At your discretion
 +
##''Do Not Email'': Disable
 +
##''Task Template'': At your discretion
  
 
=Use=
 
=Use=

Revision as of 00:37, 15 February 2021

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Contents

Overview

Layton ServiceDesk can be used to manage projects, using a combination of a project-specific Request Class, Request Types specific to that Request Class, Requests in that Request Class, and Tasks.

Configuration

Request Class

Go to Administration > Libraries > Request Classes.

Recommended Configuration

Properties

  1. Create a Request Class for the project.
  2. Configure these settings:
    1. Class: Name of the project
    2. Description: A brief description
    3. Reply Email: No value
    4. Add To New Analyst: Disable. It's unlikely that you would want every new Analyst to be assigned to this Request Class.
    5. Add To New End User: Disable. End Users will not be a part of this project.
    6. Close Request when Tasks Complete: Disable
    7. Dynamic Form Generator: Disable
    8. Create Forms:
      1. Analyst: Enable
      2. End User: Disable—End Users won't be using it.
      3. Spawn: Enable.

Request Types

Go to Administration > Libraries > Request Types.

Recommended Configuration

Properties

  1. Create a new top-level Request Type. All the Request Types that would be used with the project will be below this. It will be used as an organizational level to hold the Request Types that will be used.
  2. Configure these settings:
    1. Name: The same name used with the project Request Class
    2. Is Incident: Disable
    3. Request Class: The Request Class that is being used for the project, with the project name
    4. Default Priority: (None)
    5. Auto Populate Assigned Analyst: (None)
    6. Specify Analyst: No value
    7. Do Not Email: Disable
    8. Task Template: None
  3. Create the Request Types that will be used with the project as sub-level Request Types to the previous. Use these settings:
    1. Name: A meaningful name for the type of Request that it will be used with
    2. Is Incident: Disable
    3. Request Class: The Request Class that is being used for the project, with the project name
    4. Default Priority: At your discretion
    5. Auto Populate Assigned Analyst: At your discretion
    6. Specify Analyst: At your discretion
    7. Do Not Email: Disable
    8. Task Template: At your discretion

Use

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