Business rules installed with Service Management Core

Service Management Core adds the following business rules.
Business rule Table Description
Build scratchpad & display info messages Service order task

[sm_task]

Build scratchpad variables that are used to display initial info messages on page.
Affected CI changed or removed Service Order

[sm_order]

Synchronizes the primary CI field and the Affected CIs related list on the Service Order form.
Verify Work Notes Service Order

[sm_order]

Ensures that the Work notes field is populated in work orders that transition to the Cancel state.
Set default values SM Template Definition

[sm_template_definition]

Sets the table field by default .
Set Personal Stockroom Transfer Order

[alm_transfer_order]

Automatically sets the stockroom to the personal stockroom of the logged in user for drop-off transfer orders.
Export to update set Part Requirement

[cmdb_model_part_requirement]

Exports part requirement templates to the current update set and creates a sys_metadata_link record to associate template with current application.
Export to update set Service Order Task Models

[sm_m2m_somodel_stmodell]

Exports link between service order template and service task template to the current update set and creates a sys_metadata_link record to associate template with current application.
Export to update set Service Order Task Template

[cmdb_servicetask_product_model]

Exports service task templates to the current update set and creates a sys_metadata_link record to associate template with current application.
Export to update set Service Order Template

[cmdb_serviceorder_product_model]

Exports service order templates to the current update set and creates a sys_metadata_link record to associate template with current application.
Sync update of associated variables SM Template Definition

[sm_template_definition]

Synchronizes template definition with associated catalog variable.
Date Checks Service Order Task

[sm_task]

Validates the window, estimated, and actual start and end dates.
Populate Location - New SOT Service Order Task

[sm_task]

Populates the location, if possible, based on parent work order location.
add_model_filter Global

[global]

Filter for SM Model Application slush bucket, limits available models to hardware and consumable models.
Reset qty to 1 Service Management Incidentals

[sm_incidentals]

Sets the quantity field to 1 when the type is Car Rental.
Validate notification SM Notification Rule

[sm_notification_rule]

Validates that a user or group is selected when inserting or updating a notification rule.
Validate Field Agent Type Stockroom

[alm_stockroom]

Prevents duplicate personal stockrooms.
Calculate cost Service Management Incidentals

[sm_incidentals]

Helps to calculate the Costwhen the Type is Mileage (starting with the Eureka release).
Check asset and CI Service order task

[sm_task]

Synchronizes affected Cis and affected assets.
Assign the previous agent on task Service order task

[sm_task]

Sets the previous agent whenever the task assigned to changes.
Populate Service Order from Template Service Order

[sm_order]

Populates a new work order from the work order model selected as a template.
Validate quantity requested Transfer Order Line

[alm_transfer_order_line]

Checks that the quantity requested on a transfer order line with a part requirement does not exceed the quantity needed to fulfill the part requirement (starting with the Eureka release).
Close service order on workflow complete Workflow contexts

[wf_context]

Prevents rollup of task closures if there are active workflows on service orders.
Create Sub Tasks Service Order

[sm_order]

When service order leaves draft state, creates tasks from template if service order built from template, or creates default task if task-driven.
Validate Field Agent Name Stockroom

[alm_stockroom]

Validates that a personal stockroom has a valid, associated agent.
Create expense line Service Management Incidentals

[sm_incidentals]

Creates or updates an expense line based on the incidental's cost when the incidental is saved and all of the following are true:
  • The state is Incurred
  • The type is not None
  • The cost is not zero
Validation Service Order Groups Dependency

[sm_m2m_group_dependency]

Validates that the dependency is valid.
Verify CI on SM Task Cis Affected

[task_ci]

Verifies that the affected CI for a task is also an affected CI for the order.
Vendor type requires manager User Group

[sys_user_group]

Vendor is required for vendor groups.
Part Requirements Service Order Task

[sm_task]

Creates part requirements for a service order task from the part requirements configured for a service order task model used as a template. Free up assets when unassigned or reassigned. Update asset usages when tasks are closed.
Apply dispatch method Service Order Task

[sm_task]

Automatically assigns a task once it is marked as ready for assignment if the application's assignment method is workflow or auto.
Group change validation Service Order Task

[sm_task]

Validates changes to assignment and dispatch groups in work order tasks.
Assign the previous agent on order Service Order

[sm_order]

Sets the previous agent whenever the order assigned to changes.
ValidateChanges Service Order Task

[sm_task]

Validates dispatch group and assignment group types match and that worknotes are provided if required.
Transitions Service Order Task

[sm_task]

Sets a task into work in progress if the task is accepted and work start is populated.
Sync catalog SM Config

[sm_config]

Synchronizes the application catalog when the service management configuration changes.
Set required by date on display Part Requirement

[sm_part_requirement]

Sets part requirement required by to the expected travel start of the associate service order task.
Request driven dispatch Service Order

[sm_order]

Responsible for dispatching service orders based on application configuration.
Build scratchpad & display info messages Service Order

[sm_order]

Build scratchpad variables that are used to display initial info messages on page.
Prevent Loop In TaskTemplateDependencies Service Order Task Template Dependency

[sm_m2m_task_template_dependency]

Prevents loops in task template dependencies
getMainSMModels Global

[global]

Slush bucket filter when linking service order task templates to service order templates.
Task contract m2m Service Management Incidentals

[sm_incidentals]

Synchronizes contracts, expense lines, and incidentals
Notification for task Service Order Task

[sm_task]

Sends notifications when task changes if values change for fields specified in the configuration page.
Build scratchpad tables SM Notification Rule

[sm_notification_rule]

Sets the tables that should be dispayed on notification rule page.
Update PR based on TOL Transfer Order Line

[alm_transfer_order_line]

Updates the part requirement when the associated transfer order line changes stage.
Add removed asset Asset Usage

[sm_asset_usage]

Determines validity of asset removal and updates the removed asset accordingly.
Add/remove manager to/from vendor group Group

[sys_user_group]

When group manager changes for a vendor group, add the new manager as a group member and remove the previous manager as a group member.
Service Management Group Types Group

[sys_user_group]

Ensures data integrity for dispatch group coverage information.
Deletion of Affected CI Cis Affected

[task_ci]

Part of the synchronization mechanism between the primary CI field and the Affected CIs related list on the Service Order form.
Prevent Loop In Tasks Dependencies Service Order Task Dependency

[sm_m2m_task_dependency]

Prevents circular work order task dependencies.
Cascade SO deletion Service Order

[sm_order]

Delete service order tasks and checklists when service order is deleted.
Create Personal Stockroom User Role

[sys_user_has_role]

Creates a personal stockroom for users (if they do not have one already) when they are assigned an agent role.
Delete Personal Stockroom User Role

[sys_user_has_role]

Deletes a user's personal stockroom when all agent roles are removed from the user.
Validate Part Requirement Part Requirement

[sm_part_requirement]

Validates the part requirement and checks for availability of the part. Validates sourcing information.
Invoke template workflow & move task Service Order

[sm_order]

Start workflow for service order and move sub-tasks to pending dispatch.
Populate Group - Qualification Service Order

[sm_order]

Populates the qualification group, if possible, based on location.
Create catalog Service Order Template

[cmdb_serviceorder_product_model]

Create a corresponding record producer if automatic publishing is on.
Populate schedule Service Order Task

[sm_task]

Populates scheduling fields if they are not already set. They are set, only if the state changes to Pending Dispatch.
Notification for request Service Order

[sm_order]

Sends notifications when task changes if values change for fields specified in the configuration page.
Cascade delete checklist Service Order Task

[sm_task]

Delete checklists when service order task is deleted.
Scratchpad SM Config

[sm_config]

Builds scratchpad for SM config form.
Validate TOL and check availibility Transfer Order Line

[alm_transfer_order_line]

Validates transfer order line state changes and ensures that the asset is available in the stockroom.
Delete all expense lines SM Incidentals

[sm_incidentals]

Delete expense lines when incidentals are deleted.
Populate Schedule - New SOT Service Order Task

[sm_task]

Populates scheduling fields if they are not already setthey are set, only if the state changes to Pending Dispatch.
Populate Location Service Order

[sm_order]

Populates the location, if possible, based on the affected CI identified by the caller.
Add as Primary if none set Cis Affected

[task_ci]

Add configuration item as primary affected CI if no primary CI exists.
Roll Up Changes Service Order Task

[sm_task]

Rollup state changes and estimated work times to service order.
Build scratchpad Service Order Template

[cmdb_serviceorder_product_model]

Sets scratchpad for service order template form.
Check asset and CI Service order

[sm_order]

Synchronizes affected Cis and affected assets.
Unassigned Service order

[sm_order]

Sets state of service order back to ready when it becomes unassigned.
Propagate priority Service order

[sm_order]

Propagates priority from service order to service order tasks.
Apply configuration settings SM Config

[sm_config]

Handles changes to SM Config record.
Update agent status Service Order Task

[sm_task]

Updates the status of an agent assigned to a task.
Build scratchpad Service Order Task Template

[cmdb_servicetask_product_model]

Sets scratchpad for service order task template form.
Check TOs before reassigning Service Order Task

[sm_task]

Sets scratchpad to prevent reassigning a task if there are transfer orders in transit.
Prevent Duplicate Order Affected CIs Cis Affected

[task_ci]

Prevent duplicated affected Cis
Unassigned Service Order Task

[sm_task]

Prevent reassigning a task if there are transfer orders in transit.
SNC - Run parent workflows (Approval) Approval

[sysapproval_approver]

Handles order workflows when approval set to "More info required" or "Duplicate".
getTaskSMModels Global

[global]

Slush bucket filter when linking service order templates to service task templates.
Prevent model change after sourced Part Requirement

[sm_part_requirement]

Prevent changing the model after the part requirement is sourced.
Create AssetUsage when TOL delivered Transfer Order Line

[alm_transfer_order_line]

Create asset usage once a transfer order line is delivered.
Release Asset on AssetUsage delete Asset Usage

[sm_asset_usage]

Make asset available when asset usage is deleted.
Redirect TOL to existing TO under WOT Transfer Order Line

[alm_transfer_order_line]

Attempts to group transfer order lines under the same transfer order for a service order if the transfer order lines have the same "from" and "to" locations.
Populate Group - Dispatch/Work Service Order Task

[sm_task]

Populates the dispatch group and assignment groups if only one dispatch group covers a task's location and only one assignment group is covered by the dispatch group.