TeamDynamix (TDX) - How to Create a New Service Offering

Objective

Following these steps will create a service offering in the TeamDynamix catalog.

Environment

TeamDynamix

Before You Begin

You must have an Analyst or Technician role in TeamDynamix to use this process.

Steps

  1. Login to the Client Portal in the Development Environment: https://msuitdev.teamdynamix.com/SBTDClient/32/Portal/Home/
  2. Navigate to the appropriate Category for your Service Offering, which may  
  3. Navigate to the Service you will be creating your Service Offering under.
  4. Select +Add Service Offering Uploaded Image (Thumbnail)
  5. In the New Service Offering page, enter the details of the Service Offering. Most of these fields will behave the same as on a Service, and some are read-only because they inherit their value from the parent service.
  6. Enter a value for Request Service Offering Text. This field is required for Service Offerings so that the system can show a different request button for each Service Offering.
    Uploaded Image (Thumbnail)
  7. If you are creating the first Service Offering for a Service, choose whether to copy the Form Settings from the service.
  8. Save.

Additional Info

N/A