Change Management
CAB
CAB (Change Advisory Board) is a designated group of users to assist the Change Manager in assessing, scheduling, and prioritizing changes. The CAB members can recommend or reject a change in the CAB Evaluation stage while only a Change Approver can ...
Change Role
Change roles define access permissions for users in the Change module. ServiceDesk Plus Cloud MSP contains default change roles that are built into the application. You can also create custom change roles. Role Required: SDAdmin Default Change Roles ...
Stage and Status
Change stage is a directional classification to manage and track the progress of various activities and functions in changes. The available change stages are Submission, Planning, CAB Evaluation, Implementation, UAT, Release, Review, and Close. Each ...
Closure Code
Closure Code indicates the reason behind closing an change request. Technicians can specify the closure code when closing change requests to help other users involved in a change request understand why the change request is closed. Role Required: ...
Reason for Change
Reason for change documents predefined causes that attribute to standard/frequent changes, which users can specify when creating change requests. You can generate a report on the various reasons for change and analyze why repetitive changes are ...
Change Risk
Change risk defines how critical it is to implement a change to ensure that the users are well-informed. Role Required: SDAdmin Go to Setup > Customization > Change Management > Change Risk. Click New Change Risk. Enter a name for the change risk. ...
Change Type
Change types are used to classify change requests typically based on importance or priority. Role Required: SDAdmin Create Change Type Go to Setup > Customization > Change Management > Change Type. Click New Change Type. Enter a name for the change ...
Popular Articles
Introduction
Solutions are a centralized repository to store and share articles with your users. Technicians and end-users can utilize solution articles to resolve repeated incidents. Solutions can be categorized across topics and contain a built-in approval ...
API Documentation
API Documentation The ServiceDesk Plus MSP Cloud API allows you to perform all the operations that you do with our web client. ServiceDesk Plus MSP Cloud API is built using REST principles which ensures predictable URLs that make writing applications ...
Customers - Overview
The Customers module lets you manage clients of the managed service provider (MSP). The MSP can maintain detailed records of all customers and their information, including associated solutions, advisory details, announcements, and more in the ...
Onboard Customers
You can add customers individually or import multiple customers at once in ServiceDesk Plus MSP Cloud. Role Required: SDAdmin The MSP may be handling IT services for numerous clients. Adding these clients to the application as customers helps in ...
View Customer Details
To view the customer's details, Go to the Customers module. In the customer list view, click the name of a customer to open the details page. The following tabs are available on the customer details page: Details: Provides comprehensive details on ...