Service Catalog Configuration
Offer your IT services as self-service
The service catalog lists available IT services for users. KaliaOps enables creating a structured catalog by categories, with customizable forms and optional approval workflows. The self-service portal allows users to submit requests and track their processing.
Overview
The service catalog is the showcase of IT services offered to organization users.
Difference with incidents
- Incident: Something isn't working
- Service request: User requests something planned
Service examples
- Access: Account creation, VPN access, application permissions
- Equipment: New PC, phone, additional monitor
- Software: Application installation, license
- Support: Training, user assistance
- Infrastructure: VM creation, disk space
Catalog benefits
- Clarity: Users know what's available
- Standardization: Uniform request process
- Autonomy: 24/7 self-service
- Traceability: All requests are recorded
Creating categories
Categories organize catalog services.
Access
Menu ITSM โ Service Catalog โ Categories
Create a category
- Click "New category"
- Fill in:
- Name: Category name
- Description: Content explanation
- Parent category: To create a hierarchy (optional)
- Icon: Representative icon
- Display order: Position in list
- Save
Typical structure
๐ Access and Identity
โโโ Account Creation
โโโ VPN Access
โโโ Application Permissions
๐ Equipment
โโโ Workstation
โโโ Peripherals
โโโ Telephony
๐ Software
โโโ Office Suite
โโโ Business Applications
๐ Infrastructure
โโโ Virtual Servers
โโโ Storage Defining services
Each service represents a concrete catalog offering.
Create a service
- Menu ITSM โ Service Catalog โ Services
- Click "New service"
- Fill in the information
Service fields
- Name: Service title (e.g., "New PC Request")
- Description: Detailed explanation, conditions
- Category: Catalog placement
- Availability: Service active or not
- Requires approval: Yes/No
- Estimated timeframe: Expected processing time (hours/days)
- SLA: Associated SLA policy (optional)
Request form
Each service can have custom fields:
- Text fields: Justification, comments
- Lists: Choice among options
- Dates: Desired completion date
- Files: Attachments
Fields are defined in the request_data field (JSONB).
Configuring approvals
Some services require approval before processing.
Enable approval
When creating/editing the service, check "Requires approval".
Workflow with approval
NEW โ PENDING_APPROVAL โ APPROVED โ IN_PROGRESS โ COMPLETED
โ
REJECTEDWho approves?
By default, the requester's manager. Configurable per service:
- Hierarchical manager
- Team lead
- Designated approver
Services without approval
For simple, no-cost services:
NEW โ IN_PROGRESS โ COMPLETEDThe request is processed directly without validation.
Examples
| Service | Approval | Reason |
|---|---|---|
| Password reset | No | Standard action, low risk |
| New PC | Yes | Cost, budget impact |
| VPN access | Yes | Security |
| Training | Yes | Time, cost |
Self-service portal
The self-service portal allows users to access the catalog and submit requests.
User access
Users access the portal via the "Self-Service Portal" menu or dedicated URL.
Portal features
- Browse by category: Explore the catalog
- Search: Find a service by keyword
- Request: Fill in the form and submit
- Track: View request status
- History: View past requests
User experience
- User browses the catalog
- Selects desired service
- Fills in the request form
- Submits the request
- Receives confirmation with tracking number
- Can track progress in "My requests"
Notifications
User is notified:
- On request creation
- On approval/rejection (if applicable)
- When taken in charge
- On closure
Processing requests
Request list
Menu ITSM โ Service Requests to view all requests.
Available filters
- Status: New, Pending, In Progress, Completed
- Service: Service type requested
- Assigned: Technician in charge
- Requester: User who made the request
Processing workflow
- New: Request received
- Pending Approval: If approval required
- Approved: Manager validated
- In Progress: Technician working on request
- Completed: Service provided
Technician actions
- Take ownership: Assign to self
- Add comment: Communicate with requester
- Complete: Mark as fulfilled
Internal/external comments
- External: Visible to requester
- Internal: Visible only to IT team
Timeframes and SLA
Estimated timeframe
Each service has an estimated timeframe for processing:
- Displayed to user when requesting
- Used for performance reports
- Non-binding (indicative)
Request SLAs
For firm commitments, associate an SLA policy with the service:
- SLA delays replace estimates
- Escalation alerts apply
- Compliance reporting includes these requests
Tracking metrics
- Average processing time: By service type
- Request volume: By category, period
- Compliance rate: Requests processed on time
- Most requested services: Top 10
Optimization
Analyze metrics to:
- Identify services to automate
- Adjust timeframes if unrealistic
- Reinforce teams on saturated services
- Remove never-requested services
- Catalog structured by hierarchical categories
- Services with customizable forms
- Optional approval workflow per service
- Self-service portal accessible to users
- Estimated timeframes and processing tracking
- SLA integration for commitment compliance