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 the VSA.
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.
Take Ownership - Takes ownership of a folder you do not own. This option only displays for master role users.
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.
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.
to apply filtering to the folder trees. Filtering is case-insensitive. Match occurs if filter text is found anywhere in the folder trees.