Person Fields
The fields of the Person registration form are listed below and recommendations for using each of them are given.
Image
A photo is added to the Image field. Click on the image to enlarge or edit it.
Name
The name of the person is entered in the Name field.
Mark as VIP
The Mark as VIP icon is pressed to add a mark or remove it in cases of indicating the importance of a person.
Primary Email
In the Primary Email field, enter the email address to which notifications will be sent. This email address is a unique identifier of a person in the space of the RR Tech Service Management (R-Service) system and is used as the login of the person if he is a user of the RR Tech Service Management system (R-Service).
Disabled
The Disabled checkbox is set if the person can no longer be linked to other records.
Position
The Position field indicates the position of the person.
Local time
The Local Time field displays the current time in the time zone selected in the person recording settings.
Organization
In the Organization field, select organization, where the person works as an employee or long-term contractor.
Support ID
The number or code that the Service Desk analyst can request from the person when the person contacts the Service Desk is entered in the Support ID field. Some organizations use the badge numbers of their internal and external employees as support identifiers. Alternatively, you can use the employee number if you are talking about an internal employee, and the contractor number if the person works for an external contractor. The customer's number can be used as a support identifier for representatives of external customers who have the opportunity to interact with the Service Desk. Service Desk analysts can enter support IDs in the Initiator field in the Service Desk Console to search for individuals.
Authentication ID
The Authentication ID field can be used in a single sign-on (SSO) to uniquely identify a person within the space of the RR Tech Service Management (R-Service) system if the identification provider cannot provide the primary email attribute.
Manager
In the Manager field, the manager or supervisor to whom this person reports is selected. This field is used by the RR Tech Service Management (R-Service) system to search for a matching person for a matching task if it is created based on a task template that has the "Request Initiator Manager" checkbox. If the "Manager" field in the record of the person who initiated the request is not filled in, the RR Tech Service Management (R-Service) system uses the person selected in the "Manager" field in the initiator's organization.
Site
In the Site field, select Site, where the person is located.
Location
In the Location field, enter the name or number of the office, office or other premises where the person's main workplace is located.
Information
Any additional information about the person that may be useful is added to the Information field. It is possible to use basic text formatting in this field.
Attachments
Field Attachments (add attachment) is a link through which you can add an attachment to a person's record. You can add multiple attachments.
Contact Details
Phone number
The work, mobile, and home phone numbers are entered in the Phone field. You can add Skype names to this field. To display the hyperlink correctly in the viewing mode, add the characters skype: or callto: to the Skype names.
The person's work and personal email addresses are entered in the Email field.
Chat
The Chat field contains links through which you can start a direct chat with a person. You can specify a separate link for each chat application used by a person.
Website
The URLs of the person's work and personal websites are entered in the Website field.
Address
The home and postal addresses of the person are indicated in the Address field.
Preferences
Time zone
In the Time Zone field, select the time zone in which the person is usually located.
Time format
The Time Format field specifies in which format the time will be displayed for the person in the RR Tech Service Management (R-Service) system, 12-hour or 24-hour.
Language
The language preferences of the person are selected in the Language field.
Automatic translation
When the Auto-translate checkbox is selected, comments written in languages other than those selected in the "Language" and "Do not translate" fields will be automatically translated into the language selected in the "Language" field.
Do not translate
In the Do not translate field, select languages that do not use automatic translation for this person. Translations of texts in any of these languages will not be offered to the individual.
Roles and Teams
Roles
In the Roles field, select the roles assigned to the person in the RR Tech Service Management (R-Service) system.
Teams
Using the field Teams you can associate a person with the teams of which he is a member.
OAuth permission for a person
The OAuth permission for a person checkbox is only available for face records created by the OAuth application. It is set if the OAuth person is to be mentioned as a virtual assistant.
Configuration item (CI)
Configuration item (CI)
In the Configuration item (CI) field all configuration items (CI) that this person is associated with as a user are listed.
Coverage
Service Level Agreements (SLAs)
In the Service Level Agreements (SLAs) field all service level agreements (SLAs) are listed, according to which this person can contact the Service Desk.