Service Manager

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Using the Save For Later and Cart Features in Responsive User Interface

•About Using the Save For Later and Cart Features in the Responsive User Interface

•Using the Save for Later Feature to Create a Draft Request

•Submitting a Draft Request

•Moving an Item from the Draft Folder to the Cart

•Submitting Cart Items

•Creating and Submitting a Cart Item

About Using the Save For Later and Cart Features in the Responsive User Interface

You cannot submit incidents as cart items. The system automatically submits incidents when they are created. Therefore, the system does not display the Save for Later icon as an option for incidents.

The Save for Later and Cart features are available for the Self Service Mobile role from the responsive user interface. The administrator must configure these functions before they are available for use.

•The Save for Later feature allows you to create a request, save it, and submit it later.

•The Cart feature allows you to submit an item to a shopping cart. You can then review and submit all of the items in your shopping cart at one time.

•Enabling both features allows you to save requests for later, submit them to a shopping cart, and then submit all requests in the cart at one time.

The system stores items that are saved for later in a draft folder on the Services Catalog page. Cart items appear in a shopping cart. You can review and submit a draft item at a later date and if the Cart feature is enabled, you can then move a draft item into a cart.

The following Cart feature icons are available when working with requests:

Cart Icons

Icon	Description
Save for Later	Saves the request to a draft folder. You can edit the request in the draft folder, and later er view and submit it.
Review & Submit	Adds the request to the shopping cart. You must submit the cart to enter the request into the system. To edit the request, use the back button .
Cancel	Cancels the edit or the request and returns you to the Services Catalog menu.

Using the Save for Later Feature to Create a Draft Request

1.Log in to the application as a Self Service Mobile user.

2.Click the Menu icon and click Service Catalog.

3.Select a request from the available items.

4.Enter the data into the fields as required.

5.From the options at the bottom. click Save for Later.

6.Return to the Service Catalog page. The system displays a draft folder on the upper right of the screen. This folder displays the number of draft items that you currently have saved for later in draft mode.

7.Click the folder to see a list of the items it contains.

8.Do one of the following:

•If your system has implemented the Cart feature, continue to Moving an Item from the Draft Folder to the Cart.

•If your system has not implemented the Cart feature, go to Submitting a Draft Request.

Submitting a Draft Request

If your system has not enabled the Cart feature, use the following procedure to submit an item in the draft folder:

1.Log in to the application as a Self Service Mobile user.

2.Click the Menu icon.

3.Find your draft request using one of the following methods:

•Select Services Catalog to find the request under the draft folder.

•Select My Items to find the request.

4.Open the request to edit or review it, then click Submit to submit the request. 

Moving an Item from the Draft Folder to the Cart

If your environment is configured to use both the Save for Later and Cart features, do the following:

1.Log in to the application as a Self Service Mobile user.

2.Click the Menu icon and click Service Catalog.

3.From the toolbar on the top right click the draft icon to open the draft folder. The system displays a button with a counter that lists the number of items in the folder. (If you have no pending items in the folder, the system does not display it.)

4.Select an item to view it, to review it, or to make changes to it.

5.Click Review and Submit to go to the submission page. The system changes the options to:

6.Do one of the following:

•Click Submit to move the item into the shopping cart.

•Click Cancel to exit without saving your changes.

•Click Save for Later to move the item back to the draft folder.

Submitting Cart Items

1.Log in to the application as a Self Service Mobile user.

2.Click the Menu icon and click Service Catalog.

3.From the toolbar on the top right click the cart icon to display a list of pending requests. The system displays a button with a counter that lists the number of items in the cart. (If you have no pending items in the cart, the system does not display it.)

4.Review or edit an item before you submit the shopping cart. After reviewing or editing it, do the following:

a.

Click Review & Submit, then click Submit to keep it in the cart.

b.

To remove an item from the shopping cart, click Save for Later. This moves the request back to the draft folder.

5.Return to the cart and click Submit cart to submit the items.

The system displays the submitted requests on the My Items page.

Creating and Submitting a Cart Item

If only the Cart function is enabled, use the following procedure to add a request to a cart:

1.Log in to the application as a Self Service Mobile user.

2.Click the Menu icon and click Service Catalog.

3.Create a request from the choices listed on the page.

4.Click Review & Submit, then click Submit.

5.Return to the Service Catalog workspace to see the request in the shopping cart. The system displays a button with a counter that lists the number of items in the cart. (If you have no pending items in the cart, the system does not display it.)

6.Click the cart icon to display the items in the cart.

7.Click Submit cart to submit the cart, then click Yes to confirm the submission.

8.The system prompts you to do one of the following:

•Click View My Items to see the items you submitted on the My Items page.

•Click Return to Service Catalog to create and submit other requests.