Configuration > Services
Check out the Academy Guides on our Support Portal for more information on The Service Catalogue, the same guides can be found on the HaloPSA Academy:
| Field | Type | Description |
| Show Service Status Information on the End-User portal home screen | Checkbox | When checked, Services' Statuses will be visible via the Self-Service Portal homescreen. |
| Service Status display type | Single Select | The selection made here will determine which Services Statuses are visible, and in which order they appear in. |
| Default Ticket Type for Service Requests | Single Select | When service requests are logged, this will be the default Ticket Type with which they are logged. (This corresponds to the "Log a Service Request" button on the SSP) |
| Default Ticket Type for Incident | Single Select | When incidents are logged, this will be the default Ticket Type with which they are logged. (This corresponds to the "Log an Incident" button on the SSP) |
| Show the Service Catalogue button on the Agent New Ticket Screen | Checkbox | When checked, Agents are able to use a button atop the New Ticket screen which will allow them to submit a Service Request from the catalogue. |
| Show the Incident Catalogue button on the Agent New Ticket Screen | Checkbox | When checked, Agents are able to use a button atop the New Ticket screen which will allow them to submit an Incident Request from the catalogue. |
| Service Category must be selected before selecting a Service on the end user portal | Checkbox | If checked, when Users are attempting to submit a Service Request, they must first navigate through a Service Category to arrive at the Service themselves. |
| Show the "All Services" option on the Services list on the portal | Checkbox | When checked, an additional "Category" on the left hand side navigation menu will appear named "All Services", and will behave accordingly. |
| Services Search Type | Single Select | The selection here dictates how the search algorithm is run when searching the Service Catalogue. |
| Order Services by Sequence | Checkbox | When checked, Services in the catalogue will no longer (specifically) be ordered Alphabetically, they will instead follow the sequence with which they were configured. Should two or more services have the same sequence, they will be sorted alphabetically. |
| Show favourite Services category in the end user portal | Checkbox | When checked, an additional "Category" on the left hand side navigation menu will appear named "Favourite Services", and will behave accordingly. |
| Show favourite Service Catalogue at the start of the Service catalogue in the end user portal | Checkbox | If the above setting is enabled "Show favourite Service Catalogue category in the end user portal" then this option will be visible. It will show the favourite services button at the start of the list. |
| Service Permission Type | Single Select | The selection made here will determine how the access that Agents have to the Service area is granted. For example if set to "Use access control for Service Categories. Service access is implied from its Category" then agents will only have access to the services if they are added into the access control section of the category (In the Top Bar) of the service category. To access the service category, make sure the view is set to "Services by Category" and then right click and edit the category, there will be "Access Control" in the top bar of the category.
Setting this to "Use access control for Services and Service Categories. Category access is required to see the category in lists." will mean you have to set access control per service and service category if you want the agent to have access to a service within a category. If no access control is set at service level, then the agent will not have access to the service, regardless of their service category access Admins can see all services and categories by default, they have owner access to everything. |
| Show the pricing on the tile view for Services | Checkbox | When checked, pricing information will be visible on Services from the Tile view without having to click into the service itself. (Agent application) |
| Show the pricing on the tile view for Services on the self-service portal | Checkbox | When checked, pricing information will be visible on Services from the Tile view without having to click into the service itself. (Self-Service Portal) |
| Show Knowledge Base Articles linked to the Assets linked to the service on the self-service-portal | Checkbox | If there are assets linked to a service and those assets are linked to knowledge base articles, with this setting enabled, the articles will show when logging a service request. |
| Automatically proceed to the new Ticket screen on the self-service portal if logging a Service with no description | Checkbox | When enabled the service preview screen will be skipped if the service that is being logged does not have a description and only has one button against it. |
| Enable Ticket driven Service Statuses | Checkbox | Enabling this will allow Service Statuses to be set based on Ticket information which is related to the Service. |
| Group Service statuses by Service category | Checkbox | When checked, if the self service portal has the service statuses showing i.e. on the home screen. Then the services will be grouped by the service categories they fall under. |
| Default Service Status Messages; Ok / Fault / Maintainence | Free Text | The text entered in these boxes will be used as the Default Service Status Message for the corresponding status. |
| Setup Service Email Rules | Button | This will take you to the menu where you can create and modify Service Email rules. This is the same menu as the regular Email Rules page, however the type is filtered to those with the Type of "Service Status". |
| Ticket Type for Service Failure Tickets | Single Select | The ticket type selected here will be used as the default whenever a Service Failure ticket is logged. |
| Add service emails as CRM notes for each Customer emailed | Checkbox | When checked, Service Emails will be added to each Customer that they were sent to as CRM Notes. |
| Import Services | Button | This will open the menu for importing Services via .CSV or .XLSX files. These must follow the same format as the relevant examples provided in the file download atop the menu. Guide: Importing data |
