Title - set in advanced properties
Subject - set in advanced properties

Document Versioning and Revision History

Version Number	Date	Revision Author	Description
1.0	18 February 2021	Scott Koval	Initial document created.

Contents

Subject - set in advanced properties	0

Document Versioning and Revision History	2

Overview	1

Catalog Profile	1

Workflow	2

Process	2

Questionnaire	3

Actions	3

Cost and Quantity	4

CMDB	4

SLA	4

Notes/Comments	5

Overview

A sentence or paragraph explaining the need of this requestable offering.

Name
Template
Catalog

Catalog Profile

Service Description (appears at the top of the questionnaire)
Service Excerpt (appears on the Catalog page)
Categories
Tags (comma separated)
Media Links (optional)
YouTube video
Image(s) (1776 x 550)
Service Logo (pasting graphic or embedding in this doc allows for a Save as Picture… option)

Workflow

Process

Fulfillment Record(s)	☐ Work Order ☐ Incident ☐ None/Other
Template Name(s)
Assigned To
Operational Category
Tier 1
Tier 2
Tier 3
Product Category
Tier 1
Tier 2
Tier 3
Product
Manufacturer
Process Overview
Customer submits request Manager approval is required If Manager approves: proceed to Step 3 If Manager rejects: notify user with In App Notification End workflow Request creates fulfillment record Practitioner completes fulfillment record Workflow completes

Questionnaire

List the questions presented to the end-user in order of appearance

Question	Data Type	Menu Options	Default Value	Required	Hidden	Condition	Notes

Actions

Repeat table for each Action

Action Name
Fire On	☐ Open questionnaire ☐ Answer question
Trigger Conditions
Linked Form
Linked Form Query
Mappings
Form Field	Question

Cost and Quantity

Base Cost
Pricing Model	☐ Paid ☐ Free
Hide Label if free	☐ Hide label
If Pricing Model is Paid
Frequency	☐ One Time ☐ Monthly ☐ Yearly
Amount (USD)	$x.xx
Adjustments
Quantity
Quantity Adjustment.	☐ Enable quantity adjustment
Order Limit	Max:	Min:

CMDB

Service
Service Offering
Offering Type	☐ Transactional ☐ Delivery

SLA

Overview (text)
Trackable Metric Information

Notes/Comments

--