Self Service Overview
Theme: Overview | Who is it for? Administrators who set up Self Service and operations staff or business users who run service requests
What Is It?
Self Service is a licensed Solution Manager module that lets non-technical staff trigger OpCon automation workflows without IT involvement. Administrators design service requests with optional user inputs; front-office staff run them on demand.
When Would You Use It?
- You need to work with Self Service, a licensed Solution Manager module that lets non-technical staff trigger OpCon automation workflows without IT involvement, in OpCon
Why Would You Use It?
- Centralized control: Self Service is a licensed Solution Manager module that lets non-technical staff trigger OpCon automation workflows without IT involvement
When would you use this section?
- Set up Self Service for the first time or configure service requests
- Create, edit, copy, or delete service requests
- Configure user inputs to pass parameters into a workflow
- Run a service request as a business user
- Control which users can see or run specific service requests
What is in this section?
| Page | Description |
|---|---|
| Manage Self Service | Overview of the Self Service module and license activation |
| Create Service Requests | Build a new service request with categories and styling |
| Edit Service Requests | Modify an existing service request definition |
| Copy Service Requests | Duplicate a service request as a starting point for a new one |
| Delete Service Requests | Remove a service request permanently |
| Disable/Hide Service Requests | Make a service request inactive or hidden without deleting it |
| Stylize Service Requests | Customize the appearance of service request cards |
| Run Service Requests | Run a service request as an end user |
| Filter Service Requests | Search and filter the self service catalog |
| View Process Indicators | Monitor the progress of a running service request |
| Work in Admin Mode | Manage service requests and categories in admin mode |
| Work in User Mode | Run and interact with service requests as an end user |
| User Inputs | Configure text, number, date, choice, and other input types |
Glossary
| Term | Definition |
|---|---|
| Module | A functional area within Solution Manager, such as Operations, Studio, Vision, or Self Service. |
| Role | A named collection of privileges that can be assigned to one or more user accounts. Users in a role inherit all of that role's privileges. |
| Self Service | A Solution Manager module that allows non-technical users to trigger OpCon jobs and workflows through a simplified, button-based interface. |
| Solution Manager (SM) | The browser-based web interface for OpCon. Provides access to operations, self-service, vision dashboards, and configuration. |
FAQs
Q: What does the Self Service Overview cover?
Self Service is a licensed Solution Manager module that lets non-technical staff trigger OpCon automation workflows without IT involvement. Administrators design service requests with optional user inputs; front-office staff run them on demand.
Q: Who manages Solution Manager - Self Service in OpCon?
Administrators, operations staff, and business analysts manage Solution Manager - Self Service, including settings, user access, and monitoring.
Q: Where should I start in the Solution Manager - Self Service section?
Begin with the overview pages in the sidebar. Each page covers a distinct feature or workflow. If you are new to this area, review access and role requirements with your OpCon system administrator before making changes.