CSM 10.4 Documentation

Home

MSP mApp Solution Workflows

The Managed Service Provider mApp® Solution uses the same forms as CSM. However, the workflows are sometimes different.

MSP Incident Workflow

The following figure describes a high-level Incident workflow for the MSP mApp Solution.

MSP Incident Workflow

1

The Classification is limited to only the Services assigned to the Customer - External's Company of record.

2

The Assigned Team is automatically populated from the Customer External's Company of record.

3

The SLA is automatically populated based on the Customer - External record.

MSP Company Workflow

The following figure describes a high-level Company workflow for the MSP mApp Solution.

MSP Company Workflow

1

The required fields are Company name, Company ID, and Primary Contact Name.

2

This includes the Default Support Team and an Account Manager on that team.

3

Add, upload, or link the following details:

  • Company CIs
  • Company site and building locations
  • Services
  • Support users
  • Assigned SLAs

MSP Customer - External Workflow

The Customer - External form was created to assist with MSP work and to establish separation between the internal customers and external customers. The following figure describes a high-level Customer - External workflow for the MSP mApp Solution.

Customer - External Workflow

1

Customer fields include First Name and Last Name fields, which are required, and the following fields that are not required:

  • Title
  • Primary Phone
  • Email

2

Organization fields include Company. The Site and Building fields are automatically filtered according to the Company selected.

Note: SLA Subscription is automatically populated based on the Company selected.

MSP Configuration Item Workflow

The following figure describes a high-level Configuration Item (CI) workflow for the MSP mApp Solution.

Configuration Item Workflow for MSP

1

Choose a CI Owner. This can be any of the following options:

  • Employee owned
  • Company owned
  • MSP owned

2

Assign the Configuration Item to a Company.


Was this article useful?