CSM 10.4 Documentation

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One-Step Actions Associated with Service Catalog Templates

Cherwell HR Case Management includes several One-Step™ Actions:

  • IT Equipment Request by Service Catalog Template: Initiates the selection and execution of the appropriate equipment SCT (IT Service Request). This One-Step Action also initiates the creation of the Work Order ticket for facilities activities if this option is selected on the mApp Solution installation activities.
  • IT Access Request by Service Catalog Template: Initiates the selection and execution of the appropriate access SCT (IT Service Request) plus additional functionality as identified below:
    • HR Position Filled - Existing Employee: Action within the One-Step Action to initiate an additional task in the Service Request with a description that includes a list of the current accesses (Application tab) on the Customer record.
  • Initiate IT Offboarding Process (from within an HR Case): Initiates the appropriate SCT and then creates a task for each entry in the Customer record representing accesses and equipment (Application tab and CIs Tab).

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