How to Get Started with IT Service Management › IT Service Management: Prerequisites

IT Service Management: Prerequisites

As a service manager or IT analyst, complete the prerequisites in the following checklist:

• Verify with your administrator that you have the required access rights for the features that you want to use. If you do not have access rights to specific services, they do not display on the list page. If you do not have view access rights to any service, the list is empty.
• Before you can view the BRM dashboards and portals, contact your administrator to install and to configure the BRM Accelerator. The BRM Accelerator portlets display many data points across projects, tasks, risks, subscriptions, departments, and services. Portlets display data in the following ways:
  • Automatically from other modules
  • Manually entered or imported using the XML open gateway (XOG)
  • Imported by running a job
• Verify with your administrator that scheduled jobs are running properly. For example, the Investment Allocations job can influence data and performance in IT service management.
• Verify you have access to the following commonly used IT service management reports:
  • Budget/Forecast Analysis
  • Chargeback GL Account
  • Customer & Provider Chargeback
  • Investment Status
  • Project Transaction Inquiry
  • Resource Assignments
  • Timesheet Detail
  • Capacity vs Demand By Resource (requires the PMO Accelerator)
  • Capacity vs Demand By Role (requires the PMO Accelerator)
• Verify that your administrator has installed the PMO Accelerator add-in if you need access to the data that it provides.
• If you are using processes, your administrator can define processes for specific service types. Use the Processes: Initiated page to create and run processes on services. For more information, see the Administration Guide.
• If you are using the audit capabilities, verify with your administrator that you have access rights to view the Audit menu. Contact your administrator to configure the audit fields and to determine the information that is stored in the audit trail. For more information, see the Basics User Guide.