Show TOC

Procedure documentationCreate Self-Service

 

Decide which services you want to perform yourself, and plan the performance of the self-services.

Procedure

  1. Select an engagement cycle.

  2. Choose the Tasks or Services tab page.

    The tasks assigned to the Top Issues and Issues, are displayed.

  3. To identify the name of the self-service that you can use to perform the task, select the task.

    Under Details for Task, you can find a description of the task and the name of the corresponding self-service on the Details tab under Long Text.

  4. To display information about a task, choose the task ID.

    SAP Support processes the task master data or uses the Send E-Mail function to forward the task to another support staff member, for example.

    Note Note

    To be able to process the data, your user must have be assigned a business partner.

    End of the note.
  5. Save your entries.

  6. Choose Create Self-Service.

    You go to a guided procedure. The available self-services are displayed.

  7. Select Service: Select the self-service indicated in the task description long text.

  8. Download: Ensure the following:

    • If the self-service is not yet available locally, download the latest version.

    • If the self-service is already available locally, download the latest service content.

  9. Assign Context Data: Select the technical system or solution documentation.

  10. Enter Details: Provide information about the new service session

  11. Review: To create the self-service, choose Finish.

Create Support Request

If you cannot perform the task yourself, e.g. because of lack of expertise, create a support request.

  1. In the Tasks tab, choose Create Support Request.

    You go to a guided procedure.

    For more information about processing the guided procedure, see Support Requests.

  2. Save the support request.

    You go back to the Engagements app.

  3. Send the support request to SAP. For more information, see Support Requests.

Result

  • You can see self-services in the Services tab.

  • You can see support requests in the Support Requests app.

More Information

  • You can, for example, change the priority or deadline of tasks. For more information, see Tasks.