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Service Procedure Folder Trees

Service Desk > Procedure Definition > (Any Type of Procedure)

All service procedures are organized under a single Shared cabinet. Use the following options to manage objects in these folder trees.

Always Available

  • (Apply Filter) - Enter text in the filter edit box, then click the funnel icon to apply filtering to the folder trees. Filtering is case-insensitive. Match occurs if filter text is found anywhere in the folder trees.

When the Shared Cabinet or a Folder is Selected

  • Add Folder - Creates a new folder underneath the selected cabinet or folder.
  • Import Folder/Procedure - Imports a folder or procedure as children to the selected folder in the folder tree.

    Note: Legacy scripts can be imported into Kaseya 2.

  • Export Folder - Exports the selected folder and all its procedures as an XML file. The XML file can be re-imported.

    Note: Desk definitions, message templates and tickets can be imported and exported using the System > Import Center. A desk definition can be exported as a template or as desk. Exporting a desk definition can include all the procedures that support it. Exporting a ticket includes the desk that supports it.

  • Expand All - Expands the entire folder tree.
  • Collapses All - Collapses the entire folder tree.

Additional Buttons Displayed When a Folder is Selected

  • Share Folder - Shares a folder with user roles and individual users. Applies to shared cabinet folders only.
  • Delete Folder - Deletes a selected folder.
  • Rename Folder - Renames a selected folder.
  • New Procedure - Opens the Procedure Editor to create a new procedure in the selected folder of the folder tree.
  • Folder Properties - Displays the name, description, and owner of a folder, and your access rights to the folder.

Note: See guidelines for share rights to objects within folder trees in the Folder Rights topic.

When a Procedure is Selected

  • Edit Procedure - Opens the Procedure Editor to edit the selected procedure.
  • Delete Procedure - Deletes the selected procedure.
  • Export Procedure - Exports the selected procedure.
  • Rename Procedure - Renames the selected procedure.

Creating / Editing Service Procedures

To create a new service procedure, select a folder in the middle pane, then click the New Procedure button to open the Procedure Editor.

To edit an existing service procedure, select the procedure, then click the Edit Procedure button to open the Procedure Editor. You can also double-click a procedure to edit it.

Viewing Procedure Details

When a service procedure is selected in the middle pane, the following tabs display In the right-hand pane:

  • View Procedure - Provides a display-only view of the procedure.
  • Used by - Displays a list of other procedures that execute this procedure. Procedures that are used by other procedures cannot be deleted.