Context:  Services is a built-in module within Calpendo for allowing users to book service requests which are not tied to a specific time or date.  For example this could be within a mechanical workshop where technicians need to manufacture or print parts on behalf of students.


Suitable for: Admins


Objective: use the addons page to enable services and then set up the remaining relevant Biskits.


Steps:

Stage 1: enable services

  1. Go to the addons page at https://facility-name.calpendo.com/#addons
  2. Select the services module and click load
  3. There are other services modules you could load which are specific to a medical environment
  4. The database configuration will be reloaded and once you have refreshed the browser you will have 'Service Manager' accessible within the Admin menu

Stage 2: add service providers.  These could be different departments, technicians etc who will provide services.

  1. Select Service Provider
  2. Click Create and supply a name such as the name of a lab
  3. Click save

Stage 3: setup the service order biskit definition.  This is so that when you setup the service you will use the service order definition as the custom form for the service request when it is made.

  1. The service order for a particular service will be a subtype of the main Service Order biskit.
  2. In the Bakery click on Biskit Def to bring up the menu
  3. Click create and supply a type for the Biskit such as 'PartManufacture'
  4. Next to parent select the biskit 'Service Order'
  5. Add the requisite property fields which will form a part of the service order form, specific to the manufacture of parts
  6. Once you have all the necessary properties click Save

Stage 4: Create the service itself

  1. Click on Admin and then Service Manager
  2. Select Service from the left
  3. Click Create
  4. Provide the name of the service.  This is what users will see when they go to available services
  5. Optionally provide a location
  6. Select a provider.  This is very useful for contexts where different labs in one facility may be providing a number of services.
  7. Decide whether a project is required for booking the service against.  This may be necessary for budgeting purposes if the service has a cost attached to it.
  8. Choose to enable the service
  9. For the tabs within the service order
    1. A description can be provided which will be seen in the list of services when selecting them.
    2. Users will be a list of users who will be emailed when a service order is created
    3. User groups will be those groups who are emailed when a service order is created
    4. Orders is used to supply the biskit definition which was setup in step 3