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Griffith Service Manager (GSM) Griffith Service Manager (GSM) Glossary Here are the key terms you will need to know to work with the Griffith Service Manager. The focus is on Incident and Request with other topics to follow. Term Definition Context Action An Action is an activity that can be initiated manually (from a button, link, menu bar item, or Widget) or automatically (from an Automation Process, One-Step™, or email Monitor) to execute a command (ex: Print) or display/run a GSM Item Interface Action toolbars The Action toolbars display buttons specific to the Interface type of record displayed in the Main Pane (ex: The Incident toolbar displays when an Incident is active). These toolbars are created as part of the Business Object definition in GSM Administrator. Alt. Contact Info Alternate phone number or e-mail address of the Customer who initiated the Incident/Request. Record Management Arrangement The Arrangement dynamically displays linked child records, such as Journals, Tasks, Approvals, etc. Record Management Automation Process Automation Processes allow GSM Users to automate behaviour by creating rules for the system to follow. Blueprint A Blueprint is a working copy of changes to your GSM system definitions (Business Objects, Fields, Forms, Grids, etc.) that allows you to make offline changes and then publish them to your live system at a later time. System Administration Bomgar Bomgar® is a remote support solution that enables secure, real-time remote support sessions. Griffith Service Manager (GSM) integrates with Bomgar so that GSM technicians and Customers can launch remote support sessions directly from GSM to encourage real-time collaboration and fast resolution of IT issues. Session details (ex: Chat conversation history) can then be stored in an applicable Business Object. Tool Browser Client The GSM Browser Client is a web application that enables Users to access most of the features available from the GSM Windows-based Desktop Client using a browser. The GSM Browser Client supports most major modern browsers on desktop machines and tablets. Interface Business Object A Business Object is a definition-powered business System entity that stores data to help organizations manage Administration their various workflows and business processes. For example, the Incident Business Object embodies everything about an Incident (ex: Who initiated it, how it is categorized, to whom it is assigned, etc.). Category Service Category that the record relates to (ex: Mobile Client). Record Management Change Advisory The Change Advisory Board (CAB) is a group of Process Board (CAB) people that support the assessment, prioritization, authorization and scheduling of Changes. At Griffith CAB meets on Wednesday mornings Change Management GSM Change Management ensures that Changes are recorded, classified, scheduled, implemented, and reviewed to minimize Service disruption to the company. Process Change Request A Change Request is a record that tracks the Process addition, removal, or modification of anything that could affect IT Services. These can include changes to architectures, processes, tools, metrics, documentation, and other Configuration Items. Cherwell Mobile Cherwell Mobile is a mobile platform that provides Interface access to Griffith Service Manager (GSM) via mobile devices, either through native applications or appropriate browser support. Cherwell Mobile for Android Cherwell Mobile for Android™ is the Griffith Service Interface Manager (GSM) Android app, which provides access to GSM from an Android™ device. Cherwell Mobile for Browser Cherwell Mobile for Browser is a mobile-optimised website that provides access to Griffith Service Manager (GSM) from mobile devices that have appropriate browser support (ex: Windows® and Blackberry® mobile devices). Interface Cherwell Mobile for iOS Cherwell Mobile for iOS®, formerly called iCherwell™, is the Griffith Service Manager (GSM) iOS app, which provides access to GSM from your iOS device. Interface Cherwell Report Writer The Cherwell Report Writer is a built-in report writing tool accessed through the Report Wizard that helps Users create GSM Reports quickly and easily. Reporting Cherwell Service Cherwell Service Management™ (CSM) is a Management configurable, scalable, Out-Of-The-Box (OOTB) (CSM) service desk solution based on IT Service Management (ITSM) best practices and the ITIL framework. CSM has been used to build the Griffith Service Manager. Product Configuration Item Configuration Items (CIs) are assets that make up Record the CMDB that are managed to avoid disruptions to Management Services. Configuration Management Database (CMDB) The Configuration Management Database (CMDB) is a repository of Configuration Items (CIs). System Administration Custom Query Builder The Custom Query Builder allows you to create an exclusive search that finds all records meeting a unique criteria. Searching Custom Search A Custom Search is an exclusive search that finds Searching all records meeting unique criteria (ex: Add search criteria to a Chart Widget). Custom searches are meant to be defined on-the-fly for unique scenarios, but can also be saved as Search Groups if necessary. Customer A Customer is an End-User, either an internal System employee or an external individual, who relies on Administration GSM to initiate/fulfil a Service or Product (ex: A person reporting a lost password or requesting a new phone). If configured, a Customer can access GSM data and perform self-service activities using the Portal. A Customer is assigned to one, and only one, Security Group (so they can access specific functionality and data) can log in using their default Role (so they can have a personal Customer View) and can belong to one or more Workgroups (so they can share GSM items, such as Dashboards). Customer Survey A Customer Survey is a GSM tool that generates questions used by the company to obtain feedback from Customers regarding a product or service. Dashboard A Dashboard is a configurable, interactive, and Interface insightful console capable of initiating commands and Actions, and providing real-time, at-a-glance information through the use of filterable, configurable Widgets (Action Catalogues, Websites, Buttons and Links, Charts, Command Palettes, Gauges, Matrixes, Search Controls, Search Results, Twitter Feeds, RSS Feeds, and Shapes). Dashboard Viewer The Dashboard Viewer is a stand-alone tool that Interface displays a single GSM Dashboard or cycles through a group of Dashboards (called a Slideshow) without consuming a license. Emergency Change An Emergency Change is a break in the system and Process must be addressed immediately so that the system can resume operation. Since the Change is critical, it requires immediate attention from either the CAB or Emergency Change Advisory Board (ECAB). Record Management Emergency The Emergency Change Advisory Board (ECAB) is Change Advisory a subgroup of the Change Advisory Board that Board (ECAB) makes decisions about Emergency Changes. Process Field A Field is a basic unit of information (ex: ID, last name, address, etc.) that is specific to a Business Object (ex: Incident, Problem, Service, Customer, etc.). Record Management Form A GSM Form is a graphical representation of a Record GSM Business Object that is used to view and input Management data directly into the Business Object's Fields using configurable Form Controls (ex: Text boxes, combo boxes, links, buttons, etc.) and an optional Form Arrangement (special tabbed area that displays related data). When you view an Incident record in GSM, you are viewing the Incident Business Object Form; each Form Control represents an Incident field. Grid A GSM Grid is a tabular view of GSM data from a Business Object. GSM Griffith Service Manager. At Griffith this term is Product used to identify the IT Service Management System used by INS to manage incidents, requests, change, problems and release. GSM Desktop Client The GSM Desktop Client is the main application in the GSM suite. The Client runs under Microsoft® Windows®, and provides all the features and default Business Objects/processes for service desk professionals to effectively and proactively manage their support desks. Heads-Up Display (HUD) The Heads-Up Display (HUD) is a transparent, pop- Interface up Dashboard that can be accessed from almost anywhere in GSM by pressing F4 on your keyboard. Impact A measure of the effect of an incident, problem or Process change on business processes. Impact is often based on how service levels will be affected. Impact and urgency are used to assign priority. Incident An Incident is an unplanned interruption to a Service or a reduction in the quality of a Service (ex: Something is not working). Incident Matching Incident Matching is performed to determine if the Incident/Service Incident/Request has a known solution/workaround, Request is part of a larger Problem, is a duplicate, etc. Management Matching Incidents are displayed on the Similar Incidents tab (Arrangement). Incident Priority The Incident Priority indicates the level of priority. Interface Interface Process Incident/Service Request Management Item Manager GSM Item Managers help manage (view, create, edit, organize, or delete) GSM Items (Dashboards, Search Groups, One-Steps, etc.). System Administration Journal A Journal is a record that tracks what occurs during Record the lifecycle of a record. Journals vary depending Management on the Business Object they support and what they track, either Notes or History. KA Knowledge Article. Knowledge Management Knowledge Article A Knowledge Article (KA) is a record that shares Knowledge (ex: FAQs, how-tos, workarounds/solutions, tutorials, processes, reference, etc.) among Users and Customers. Knowledge Management Knowledge Search A Knowledge Search is a search that runs against the GSM Knowledge Base and the Web to quickly find solutions (ex: Find information relating to Account Management). Knowledge Searches can also treat existing records in GSM as Knowledge Sources. Knowledge Management Known Error A Known Error is the root cause of a Problem and has a workaround to keep employees operating while the Problem is being resolved. Knowledge Management Linked Incidents Displays related Incidents that involve this Incident. Incident/Service Request Management Main Pane Displays the main form fields. The Main panes greatly vary. Record Management Main toolbar The Main toolbar displays buttons for performing common GSM operations. Interface Major Incident When checked, indicates that the Incident/Request Incident/Service is considered a Major Incident (ex: a Priority 1 Request Incident/Request that requires a coordinated effort). Management mApp A GSM mergeable application (mApp™) is a bundle System of GSM system definitions (Business Administration Objects/Fields, Forms, Grids, Relationships, Actions/One-Steps, Search Groups, etc.), along with merge instructions, that allows definitions to be transferred between databases and functionality to be merged. Metric A GSM Metric is a stored measurement query whose value can be used to measure, monitor, and predict service desk performance and trends (ex: Average time to resolve Incidents). Reporting Mobile Dashboard A Mobile Dashboard is a simpler version of a GSM Dashboard that is optimised to be accessed from a mobile device. Interface Mobile Form A Mobile Form is a simplified version of a GSM Form that is optimised for GSM Mobile Users accessing GSM on a mobile device. Interface MRU Most recently used. Acronym Navigation toolbar The Navigation toolbar displays buttons for navigating between records (ex: Incident, Problem, etc.). Interface Normal Change A Normal Change is undocumented and it is unknown how the Change might affect the system. Though the CAB must approve the Change before implementation, it is not considered a high priority, and can be addressed during the regular CAB meeting time. Process One-Step A One-Step™ is an entity that initiates one or more defined Actions (ex: Create an Incident record). Record Management One-Step Editor The One-Step™ Editor is a tool that allows you to easily create simple or complex One-Steps to automate common or repetitive tasks in GSM. Tool OOTB Out of the box. Acronym Portal The GSM Customer Portal is a highly configurable Customer web application that enables Customers to securely Interface and conveniently access their GSM data (ex: Incidents, company news, documents, the Service Catalogue, etc.) using a browser. A Portal supports multiple sites (for different types of Users), and also allows managers to access their Team’s data. Portal Dashboard A Portal Dashboard is a custom, interactive, and Customer insightful console that is optimised to provide helpful Interface at-a-glance self-service information and navigation for Customers accessing a Portal Site. Portal Site A Portal Site is a collection of self-service information in a GSM Portal that is dedicated to a topic or function. Customer Interface Priority The priority is used to establish timescales and effort to respond to and resolve an issue (Incident or Request). Priority is derived from an impact and urgency Priority Matrix. System Administration Priority Bar Priority bar is located in the Quick Info Tile and displays the Incident priority. Interface Priority Matrix The Priority Matrix is a visual display of priority levels based on the correlation between Urgency (High, Medium, Low) and the Impact (Organisation, Group, Individual). Interface Problem A Problem is the cause of one or more related Incidents. Problems involve a more complicated issue than Incidents, and require a deeper Process investigative process so that the Incidents do not reoccur. Problem Management GSM Problem Management is the process that ensures that the root cause of multiple Incidents is resolved as quickly as possible. Process Prompt A Prompt is a display window that requires Users to Interface provide information before proceeding with a process or Action (ex: Specify the reason for putting an Incident into Pending status). Query A Query defines the criteria for retrieving specific data (ex: find All Incidents). Query Builder A Query Builder allows you to build Queries through Searching the use of one or more independently created Clauses. Queue A Queue is a mechanism for routing issues to a particular person or group so the most qualified person can start working on the issue right away. Record Management Quick Info Tile The Quick Info Tile displays important at-a-glance information, such as ID, Status bar (current and next status), record ownership, and common operations (I Want To). Record Management Quick Search A Quick Search is a simple query that quickly finds Searching all records containing a specific word or phrase (ex: Show all records whose description contains the word "phone"). Searching Compare: Specific Search Quick Search Query Builder The Quick Search Query Builder allows you to create a Quick Search. Searching Record A GSM record is a collection of Business Object data represented as a Form and Grid. Records are used to track and relay information. Record Management Record Locking Record locking is the ability to prevent record editing (or warn that a record is locked) so that multiple Users do not make simultaneous changes to the same record. Read-only access is still allowed. Record Management Relationship A Relationship is an association between two Record Business Objects that allows data to be pulled Management together in meaningful ways. For example, the Incident Business Object is often in a Relationship with the Customer Business Objects so that Incidents can be associated with the appropriate Customers. When Business Objects are in a Relationship, one object is known as the parent and the other is the child. Release A Release is the deployment of one or more Configuration Items (CIs) that are built, tested, and deployed together. Releases involve extensive Process planning, building, and testing to ensure that existing Services are not impacted by the deployment. Release Management GSM Release Management is the process that ensures that builds are created, tested, and deployed without affecting the stability of existing Services. Process Report A formal Report is a .rpt file that is a formatted and Reporting organized presentation of GSM data that meets defined criteria (ex: Most Popular Knowledge Articles displayed in descending order as colorcoded alert bars). Where ad-hoc Reports pull data for a specific or immediate use (ex: A data-driven Widget on a Dashboard), formal Reports are generated, organized, and designed using defined criteria that the User selects. These Reports are typically run through the Report Manager and the Report Wizard, though formal Reports can be run using a command-driven Widget on a Dashboard or using a One-Step. Request for change (RFC) A formal proposal for a change to be made. It includes details of the proposed change, and may be recorded on paper or electronically. The term is often misused to mean a change record, or the change itself. Resolution Action taken to repair the root cause of an incident Process or problem, or to implement a workaround. In ISO/IEC 20000, resolution processes is the process group that includes incident and problem management. Resolution Details Displays related Resolution Detail records that are Record created to track the Resolution Details and possibly Management the Cause Code (if it is an Incident). Resolver Group Resolver groups are specialized groups that have the knowledge and skill to solve the incident. Examples of resolver groups are Network, Database, Windows, Desktop Support and Telecommunication teams. Rich Text Rich Text is a capability that enables capturing and Interface storing data with embedded images and text formatting. Formatting capabilities include different fonts, font sizes, styles (bold, italics, underline), and colours. Some page formatting is also supported, including line spacing and indentation. Role A Role is a User/Customer's current function/responsibility in GSM, and controls how data is presented in that person's GSM environment. System Administration SDT Service Desk Tool. Product Process Process Search Group A Search Group is a saved search that finds all Record records meeting commonly-defined criteria (ex: Find Management all My Open Incidents). Search Groups are meant to be reused and can be accessed from multiple places in GSM. Security Group A Security Group is at the heart of GSM security. A Security Security Group is a collection of GSM security rights that controls access to GSM functionality and data (Business Objects/fields). Each User/Customer is assigned to only one Security Group. The User/Customer then inherits the security rights of that Security Group, as well as access to the Roles assigned to the Security Group. Examples of Security Groups include Admin, IT service desk manager, and Portal End-User. Security Rights Security rights control access to GSM functionality Security and data. For example, to create a Dashboard, you must have security rights to access the Dashboard Manager (functionality). To view, add, edit, or delete the Description Field in an Incident record, you must have security rights to access the Incident Business Object and the Description field (data). Service Catalogue The Service Catalogue is imperative to a service desk because it defines and communicates a list of Services that an organization provides to its employees or customers. Service Categorization The Service categorization has a three-tiered Record organization (Service, category, and subcategory) Management that determines the type of support required (Incident or Request), which Specifics form to display to capture the appropriate details, and which Priority Matrix to use. Service Level Agreement (SLA) A Service Level Agreement (SLA) is an agreement between an entity (Customer, Service, or Configuration Item) and a Service Provider that defines Response/Resolve target times for a Service. Service Level Management (SLM) GSM Service Level Management is the process that Process ensures that Service Level Agreements (SLAs) are carried out appropriately. Service Request A Service Request is a request for information, advice, a Standard Change, or access to a Service (ex: Installation of new software). Interface Process Process Similar Incidents Displays similar Incidents (if applicable) that are Incident/Service found through Incident Matching to determine if the Request Incident/Request has a known solution/workaround, Management is part of a larger Problem, is a duplicate, etc. SLM History Displays related SLA/SLM records (SLA breaches, warnings, and changes in the Pending status for Stop The Clock). Record Management Specific Search A Specific Search searches only records of a Searching particular type (ex: find all Incidents that contain the word "printer"). Specifics Form Specifics forms are context-sensitive forms that are embedded into Incident and Service Request records to capture relevant data for the different Categorizations of Incidents and Service Requests. Standard Change A Standard Change is documented, low risk, low Process cost, occurs frequently, and is thoroughly understood by the Change Advisory Board (CAB). The Change only needs to be approved by the CAB once before it is added to a list of Standard Changes. Stored Query Builder The Stored Query Builder allows you to create a Search Group and save it to the database as a Search Group (saved search). Searching Subcategory Service Subcategory that the KA relates to (ex: Submit Incident). Record Management System Administrator A System Administrator is a professional who is responsible for the configuration and management of GSM software. The System Administrator controls GSM features such as Blueprints and Security. System Administration Task A Task is a piece of work that is created and Record assigned to another GSM User or Team to help Management resolve/fulfil an Incident/Service Request, Problem, or Change Request (ex: An Incident might require a server reboot). Tasks can also be used to successfully complete a Project or Release (ex: A Project might require a new switch). Team A Team is a collection of GSM Users that can share System GSM items (such as Dashboards), record Administration ownership, and assignments. Examples include Support, Management, and Knowledge Management. A Team plays an important part in record ownership because members of the Team can have additional rights to view and edit records. Urgency A measure of how long it will be until an incident, problem or change has a significant impact on the business. For example, a high-impact incident may have low urgency if the impact will not affect the business until the end of the financial year. Impact and urgency are used to assign priority. User A User is a service desk professional who logs in System and uses GSM to manage service desk data (ex: A Administration technician, manager, designer, system administrator, etc.). A User is assigned to only one Security Group (so they can access specific functionality and data), can log in using one or more Roles (so they can have a personal viewing Record Management Process environment), and can belong to one or more Teams (so they can share GSM items, such as Dashboards). User toolbars The User toolbars display personal toolbars that Users create. Interface Visualization A Visualization is an interactive graphical representation of related data, represented as a relationship chain with coloured nodes (boxes) and links (arrows). Defined alerts can also be added to indicate potential risk. Interface Widget A Widget is a mechanism that displays information Interface about a Dashboard or Portal Site (ex: Chart, Gauge, Button, etc.). Workaround Reducing or eliminating the impact of an incident or Process problem for which a full resolution is not yet available – for example, by restarting a failed configuration item. Workarounds for problems are documented in known error records. Workarounds for incidents that do not have associated problem records are documented in the incident record. Workflow bar The Workflow bar displays the record's progress as it moves through its workflow phases. Dark grey indicates the current phase. Table 1: Glossary Record Management Source Prepared by: Last modified: ‘Cherwell Service Management Online Help’ (Cherwell): https://cherwellsupport.com/WebHelp/en/8.1/content/glossary/csm_glossary.html ‘ITIL 2011 Glossary’ (Axelos): https://www.axelos.com/Corporate/media/Files/Glossaries/ITIL_2011_Glossary_GB -v1-0.pdf Service Management Office, Planning and Engagement Portfolio, Information Services 26 August 2016 © Griffith University 2016 Apart from fair dealing as permitted by the copyright law of your country, this work may be reproduced in whole or in part for non-profit educational use, provided correct attribution is given. Abstracting with credit is permitted. Other uses should be discussed with the copyright owner. 13 July 2017 - 12 - Information Services CRICOS No. 00233E