Qualification tab of the service page

Specify which criteria a person must meet to qualify for the service. You can assign people directly or via their organizational context.

• If you assign organizational context, you can include subitems by selecting Include subitems. Organizational context that includes subitems is marked with \* in the Criteria section (for example Departments\*).
  For example, if the organizational context item Locations contains the subitems New York and London, select Include subitems to include both subitems: this means that people who are classified in these subitems also qualify for the service. If you clear this option, only people who are classified in Locations qualify for the service; not the ones classified in New York and London.
  • Qualification is based on the first match with a person who is classified within the specified organizational context item (for example, in Departments\* the qualification is based on the first match with a person who is classified in Departments).
• If you assign multiple persons and organizational context, people must meet all criteria to qualify for the service (e.g. if you assign the organizational context items HR department and Managers, people must be classified in both to qualify).
  • Click the arrows to change the order of items.
  • Click Insert OR to create sets of criteria. This is useful if you want the service to apply to different roles or locations.
    Using criteria in multiple sets

    You can use a single criterion in multiple sets of criteria.
    For example (Departments\Engineering AND Locations\New York) OR (Departments\Engineering AND Locations\London).
    To do this:

    1. Using Add organization, add Locations\New York and Locations\London.
    2. Insert OR in between these two organizations
    3. Select one of the organizations and use Add organization to add Departments\Engineering.
       
    4. Select the other organization and use Add organization to add Departments\Engineering.

  • Click NOT to exclude persons and/or organizational context from qualification.
  • Select No one qualifies or Everyone qualifies to overrule persons and/or organizational context who you assigned at an earlier stage. This does not clear your selection, which makes it easier to make the service available again to these people at a later stage.
• If you change the qualification criteria of the service, subscribers may no longer be qualified. This may lead to an automatic return of the service, provided you selected the Start Return trigger option When subscribers no longer qualify (auto deprovisioning). If you did not select this option, the service is not returned automatically, even if the subscriber no longer qualifies.

Optionally, restrict the qualification to another service: People only qualify if they do not subscribe to the other service. For example, you can specify that a person does not qualify to the service Microsoft Visio if he already subscribes to the service SmartDraw.

Optionally, let the qualification depend on another service: people only qualify if they subscribe to the other service. For example, you can specify that a person only qualifies to the service E-mail account, if he subscribes to the service Windows User Account.

• You can optionally add a Cancel Another Service action to the return workflow of this service. This ensures that when the service Windows User Account is returned, the service whose qualification depends on it, E-mail account, is also returned.
  • You can only add Cancel Another Service actions if you have Modify permission on the service.
  • Cancel Another Service actions are added as first action in the return workflow. This means that if the return workflow of the service contains a pre-Provide Information action, it no longer functions as a pre-provide.
  • If you remove the dependency, Cancel Another Service actions are not removed from the return workflow of other services.

Suppose someone has the following classifications:

• Locations\Boston
• Locations\London

This means this person qualifies for all services with the qualification criteria:

• Locations\Boston
• Locations\London

This person does NOT qualify for services with the qualification criteria:

• Locations\Boston
• Roles\Managers

- or -

• Locations\London
• Roles\Managers

Suppose someone has the following classifications:

• Locations\Boston
• Roles\Managers

OR

• Locations\London
• Departments\HR department

This means this person qualifies for all services with the qualification criteria:

• Locations\Boston
• Roles\Managers

This person ALSO qualifies for services with the qualification criteria:

• Locations\London
• Departments\HR department

Suppose a service has the qualification criteria:

• Locations\Boston
• Roles\Managers

OR

• Locations\London
• Departments\HR department

This means that people with the following classifications qualify for this service:

• Locations\Boston
• Roles\Managers

In addition, people with the following classifications ALSO qualify for this service:

• Locations\London
• Departments\HR department