Define Process and Procedure Help Properties for a Business Object

Use the Process and Procedure Help page in the Business Object Properties window to provide additional information to Users who work with a Business Object. When you define process and procedure help, you define:

• Help text to display in the Process and Terminology section of the Task Pane: Information (ex: Help text, URLs, etc.) that is displayed in the Process and Terminology section of the CSM Desktop Client Task Pane.

  

• URL: A URL to an external website that provides additional information about a Business Object.
• ITIL: Whether the help text is relevant to ITIL (IT Information Library). If selected, an ITIL logo is displayed in the Process and Terminology section of the CSM Desktop Client Task Pane along with the help text.
• KCS: Whether the help text is relevant to KCS (Knowledge Centered Support). If selected, a KCS logo is displayed in the Process and Terminology section of the CSM Desktop Client Task Pane along with the help text.

  Note: The Business Object Properties window is available in the Business Object Editor (accessed from within the Object Manager in a Blueprint).

Good to know:

• If you do not see the Process and Procedure Help page, close the Blueprint (after saving) and go to Settings>Edit System Settings. Click the Help page, and then select Show Process and Terminology Help. For more information, refer to Configure Global Help Settings.
• If the Process and Terminology section does not appear on the CSM Desktop Client Task Pane, ensure it is enabled in the User Task Pane and Search Control Settings.

To define process and procedure help:

1. Open the Business Object Properties window:
   1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

      Note: If working on a saved Blueprint, open the existing Blueprint.

      The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

   2. In the Object Manager, click (New Object) in the Object tree, and then click the New Business Object task in the Structure area.

      Note: If working on an existing Business Object, open the Business Object Editor for that Business Object, and then click the Bus Ob Properties button.

      To open the Business Object Editor:

      1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

         Note: If working on a saved Blueprint, open the existing Blueprint.

         The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

      2. In the Object Manager, click a Business Object in the Object tree, and then click the Edit Business Object task in the Structure area (or double-click a Business Object in the Object tree).

         The Business Object Editor opens.

         Tip: You can also click the Edit Business Object button on the Blueprint Editor Toolbar to open the Business Object Editor.

      The Business Object Properties window opens.

2. Click the Process and Procedure Help page.

   

3. Define process and procedure help:
   • Process and Procedure Text: Provide text to display in the Process and Terminology section of the CSM Desktop Client Task Pane.
   • (Optional) Additional Help URL: Provide the URL to display to navigate to additional information. Then, click the Ellipses button to navigate to the URL and ensure it is correct.
   • Information is Relevant to ITIL: Select this check box if the process and procedure text is relevant to ITIL (IT Infrastructure Library). An icon is displayed in the Process and Terminology section of the CSM Desktop Client Task Pane to indicate that the Business Object is related to an ITIL process.
   • Information is Relevant to KCS: Select this check box if the process and procedure text is relevant to KCS (Knowledge-Centered Support) standards. An icon is displayed in the Process and Terminology section of the CSM Desktop Client Task Pane to indicate that the Business Object is related to a KCS process.
4. Click OK.
5. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.