Service Cart Dashboards
CSM provides the Service Cart and My Service Orders Dashboards for Customers to manage and view their Service Orders in the OOTB IT Portal.
The My Service Cart Dashboard displays Service Orders that have been created but not yet submitted for a technician to address in a Grid. Customers can cancel the order (by clicking the Cancel Order button) or submit the order (by clicking the Submit Order button).
Once a Customer submits a Service Order, they can monitor the status of their Service Requests on the My Service Orders Dashboard, as well as past Service Orders.
Note: Service Request metrics are also available on other
Dashboards, including Requests, Global IT, and Executive.
Table: My Service Cart Dashboard Widgets
| Item | Description | Widget Type | Widget Name | Widget Uses: |
|---|---|---|---|---|
| Services Ordered | List of all Service Requests saved but not yet submitted in the Service Cart | Search Results List | Service Cart Item Grid | Custom Query: Incident.Service Cart ID equals Service Cart ID Stored Value and Incident.Withdraw is not equal to True. |
| Continue Shopping | Runs the Service Catalog Action to return the User to the Service Catalog. | Button (Action) Widget | Continue Shopping | Service Catalog Action |
| Cancel Order | Runs the Cancel Service Cart Order Action to cancel the order. | Button (Action) Widget | Cancel Service Cart Order | Cancel Service Cart Order Action |
| Submit Order | Runs the Submit Service Cart Order Action to submit the order. | Button (Action) Widget | Submit Service Cart Order | Submit Service Cart Order Action |
Table: My Service Orders Dashboard Widgets
| Item | Description | Widget Type | Widget Name | Widget Uses: |
|---|---|---|---|---|
| Filter | Filters data in the Search Results Grid. | Filter | Service Order Status | Filter by Lookup Table |
| Services to be Delivered | List of all Service Requests that have been submitted and are currently open. | Search Results List | My Open Service Orders | My Open Service Order Items Saved Search |
| My Order History | List of all Service Requests that have been submitted and closed. | Search Results List | My Service Order History | My Closed Service Order Items Saved Search |