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Version: 1.28.2

Service Providers

Review the records in the Service Provider (service_provider) table to view a list of service providers and the services they offer. A service provider can be any organization listed in the Organization (org_organization) table or one of its child tables, such as Company, Department, or Authorized Employee.

To specify a company, organizational unit, or individual user as a service provider, select the Service provider checkbox on its form.

Each service provider record includes a related list of the services it provides.

Records with the Service provider checkbox cleared are not available for selection as service providers on the Service (sys_cmdb_ci_service) form.

Create a Service Provider​

A service provider record is created automatically when you select the Service provider checkbox on a company form in the Company (org_company) table or on the forms of its child tables.

You can assign a Service portfolio manager to the services provided by that company or business unit. This manager can create and update service records.

To create a service provider manually:

  1. Navigate to Service Portfolio → Service Providers.
  2. Click New and fill in the required fields.
  3. Click Save or Save and exit to apply the changes.

As a result, the Service provider checkbox is selected on the corresponding company record and becomes read-only.

If the related Service Provider record is deleted, the checkbox is automatically cleared on the corresponding company or business unit record form.

Service Provider form fields​

FieldMandatoryDescription
Service providerYesSpecify a company or business unit to be considered a service provider.
Service portfolio managerNoSpecify a user to be responsible for managing the services offered by the selected service provider. You can only select among users with the service_portfolio_manager role.
ActiveNoSelect this checkbox to activate the service provider and make it available for use in a service record.
  • Service Portfolio – the list contains services provided by the specified company or business unit.

Delete a Service Provider​

Only users with the admin role can delete a Service Provider record. To do so, complete the following steps:

Delete a single record from the record form:

  1. Open the Service Provider record you need to delete.
  2. In the burger menu , click Delete on the Service Provider form.

Delete multiple records from the list view of the table:

  1. Navigate to the Service Provider (service_provider) table.
  2. Select the checkboxes next to the records you want to delete.
  3. Click Delete in the upper-right corner of the page.