Creating New Group

     

    For easier channelization, users can be categorized under Static and Dynamic groups.

     

    Under Static group you define the group by listing its members.

    Under Dynamic group resources are grouped automatically based on certain criteria set by the administrator.

    1. Log in to ServiceDesk Plus - MSP application using your user name and password.

    2. Click the Assets tab in the header pane. This opens the assets home page.

    3. Click Quick Actions link quick-actions menu on the top left side of the page. Select New Group under Asset - Groups from the list. [OR]

      Click Groups under Resources block on the left hand side of the page. Click New Group link. This opens the Create Group form.  

    1. Specify the Group Name in the given text field. This is a mandatory field.  

    2. Specify relevant information about the newly created group in the Description field. Say the group name is Test DL600 you can specify Test DL600 stands for Dell Lateral 600.

    3. Select any of the Group Type by enabling the radio button. Say Static or Dynamic group.
      Static Group:
      You define the group by listing its members.
      Dynamic Group:
      Resources are grouped automatically based on certain criteria.

    4. Click Save button to save the group. You can see the newly created group getting listed in the Create Group page.  

    5. Once the group is created you have to add resources to the group.

    To add resources to the Static group,

    1. Select the filter criteria from the Showing combo box. Say for ex. You can select All Assets in Use.

    2. Specify the Search criteria in the given text field.

    3. Click Go button to list all resources based on the filter criteria. All the resources gets listed under Pick resources to add block.

    4. Select the resources to be added to the group by enabling the check box.

    5. Then click Add button to add resources to the group. You can see the selected resource added to the group, shown under Resources In group column.

    To add resources to the Dynamic Group,

    1. You define the filter criteria by selecting the Criteria and Conditions from the combo box. Select the Criteria from the combo box say for e.g. Resource Criteria or Workstation Criteria.

    2. Select Conditions from the combo box, which will be listed based on the selected criteria.

    3. Click Choose button to choose the resource or workstation criteria listed based on the criteria you have selected. For example: If you have selected resource criteria as Product Type and conditions as is then on clicking choose button you will get the list of all product types say scanners, keyboard, printers etc.

    4. Select any one of the Match Criteria by selecting either of the radio buttons. Say (And) or (OR) criteria.

    5. Select any of the listed Product Type and click Ok buttons to add to the group. You can see the group criteria getting listed.

    6. Click Save and View group button to view the list of all resources based on the filter criteria.

     

     

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