Item designer process flow

The catalog item designer uses a structured design and publishing process to ensure consistency of usage.

  • Administrators or catalog administrators set up the design environment to enable a controlled item design process, and process category requests.
  • Catalog managers request categories, then manage their categories.
  • Catalog managers and catalog editors create, edit, and publish catalog items within their categories.

Process flow

  1. A user requests a category, either requesting to become the manager of that category, or assigning another user as the category manager.
    1. An administrator or catalog administrator processes that request, creating the category with a selected category manager.
    2. [Optional] The category manager assigns catalog editors to a category they manage.
  2. Category managers and catalog editors can use the catalog item designer to:
    1. Create items within a category they are assigned to.
    2. Create questions, approvals, tasks, and sections, for the item.
    3. Publish items to the category after review.
  3. Self-service users can use the service catalog to request items in the category, like any service catalog item.