The service model (Steps and Roles)

Service models are the process template component of a service. The model encapsulates all of the configurations that get used to define the process in a rundl.

Steps are a key part of creating the blueprint for delivering your service.

To manage the steps in your service model:

managing_steps.gif

  1. Go to the Rundl for work dashboard.
  2. Click on a service card to navigate to the service you wish to edit.
  3. Click the service_build_mode.png Service model button in the content header.
    NOTE: If you can't see this button, you may not be a service "Manager". Only managers of the service can change the service model. Also note that you may need to switch to the manager context first. This can happen if you've got multiple subscriptions to the service and you're currently using another context that is not a manager.
  4. From the "Steps" tab you can manage the steps:

 

Add a step:
Click the plus.jpg Add a step button and insert a Name and Description.

Update a step:
Click the step name. The "Manage step" sidebar loads. From here you can update details about the step, upload images, YouTube videos etc.

Remove a step:
Click Remove step at the bottom of the "Manage step" sidebar.

Change the steps order:
To reorder the steps, use the step_hadle.jpghandle to the left of the step name to drag and drop the step to the required location.

 


You can set up standard permissions on the steps you add to your custom service model by mapping privileges to roles. Both the roles and steps may change over time so you should review standard permissions routinely.

To customize standard permissions for each step:

setting_up_permissions.gif

  1. Go to the Rundl for work dashboard.
  2. Click on a service card to navigate to the service you wish to edit.
  3. Click the service_build_mode.png Service model button in the content header.
  4. Click the "Roles" tab.
  5. Click the settings_tick.jpg Settings button. A list of steps is shown.
  6. Click on a step name. A list of roles is shown.
  7. Check Update or View for each role.
  8. Continue for other steps.

 


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