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Stephen.whittle last won the day on December 9

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About Stephen.whittle

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  1. Hi @Gerry yes you have it in a nutshell. When working in a group model some of the challenges are that there are multiple purchasing, finance etc systems. We were planning to use Hornbill to collate some of this information which isn't too onerous when in the supplier record to manage renewals and would give a nice aggregated view of multiple POs and budgets which in reality are in several different systems. Not essential but would work for us until the legal merge progresses for a single ledger and single systems following that.
  2. Hi @AlexTumber thanks for coming back so quickly. I now have contracts management come under my service responsibility so having met with our current contracts manager I explained the desire to get all of our three sites suppliers, contracts and SLA documentation etc all in Hornbill. When doing a very lightweight assessment of the Supplier Manager module in Hornbill this was one of the points raised. I am sure I will be coming back with some more. With regards to my initial questions its more for tracking that incoming invoices that we will receipt against purchase orders align with the budgeted amount within normal RPI tolerances. It's a useful visual aid to have. A different example maybe the auditability of contracts with contract change notices (CCNs) for an audit trail for budget vs invoice values.
  3. Hi, new to supplier manager but we are looking at utilising this for our contracts across three hospitals specifically for the Digital Services team to start with as a great way for collating suppliers, contracts, SLAs, renewals etc. One gap I can see from a quick overview of the module is there are no specific tabs/options for tracking budget controls relating to contracts. How are others tracking this within the service if already doing so and for anyone from the Hornbill family is this something in the roadmap for oversight of budgets associated to contracts within Supplier Manager. Thanks in advance.
  4. Is there anyway to report against the FAQs on the service portal? We are starting to publish FAQs and if in the event a member of staff ticks the thumb down option when reviewing it we have no way (that I can find) of reporting against this so I can contact the member of staff for feedback for service improvement.
  5. Thanks @Steven Boardman I will check back here for updates then.
  6. @Steven Boardman Don't suppose you have had any joy with this have you?
  7. Thanks I have had a look and this is good for some of the more common columns. Thanks.
  8. I would prefer not to use direct database, when build reports in Supportworks you could add a column value as a filter in a report while in the report builder screen, this was very useful and an efficient use of time. It just seems backwards having to run the report, view the values and sift through which values you would like to use in a filter only to go back and modify the report so get it to where you want to be. More an annoyance than anything. That's why I wanted to check I wasn't missing a trick.
  9. Thanks both, yes i have used the entity viewer but again it shows me the table and column names which is great and a good start. But yes, I was referring to the values within the columns which I gathered would need to be achieved via the direct database.
  10. When writing reports using the where SQL statements it is useful to know the database values to contribute to your filters. When using Supportworks I used to browse the Data Dictionary for assistance with this but haven't found a way of doing this in Service Manager. I am by no means a SQL expert and I am sure there is an easy way to achieve this I just haven't found it. Can anyone help?
  11. I love the new Service Manager predefined reports however, when I export pie chart reports on a schedule to the document manager there percentages of each slice are not on the PDF like they are when you view in the web front-end clicking on each slice. Can these be rendered on to the exports so we don't need to calculate the percentages when viewing in the document manager via mobile app on the go? I have attached an example, having a total count at the bottom of the source type table would also be useful. Open Requests By Source - Since Go-Live.pdf
  12. We are soon going live with a new Hornbill instance and would like to have a customised domain name instead of the service.hornbill.com/instance_name URL. I have seen from legacy posts on the forum that there are some reverse proxy options but we wanted this to work when staff are accessing the service portal from devices not on the corporate network IE smartphone on 4g networks. Has anyone achieved this? Is this something Hornbill offer as the owner of the domain name or have people done some funky forwarding with CNAME records etc?
  13. Looking for some advice on the approach for a comprehensive service catalogue. Naturally with your self-service portal services you want to keep the list to a certain maximum services so that the portal isn't unusable or confusing. With Supportworks you could allows users to manually subscribe to a much longer list style view of services they are not automatically subscribed to based on their site or any other attribute. How have people approached this with Service Manager? The idea I have for when the new portals function is available (as demonstrated at Insights) is to utilise a secondary portal called "IT Service Catalogue" which is an exhaustive list of all of our services to further increase the uptake on the portal. Would love to get peoples thoughts on this for large organisations that have hundreds of services and instead of squeezing lots of them into high level categories and having long lists of catalogue items and complex progressive captures as a result of losing service level functionality.
  14. Any joy on this? This is something we would like to utilise.
  15. Scheduled email reports is currently an enterprise platform feature are there any plans to make this a standard platform feature? We utilise these scheduled email reports heavily for routine weekly, monthly etc. etc. reports for support teams. They are circulated to all members including the manager and act as a prompt for conversation to discuss that periods performance. In Service Manager I would have to ask the team managers to remember to go to the document library each week and circulate the report manually which is time consuming and may get missed. This is literally the only Enterprise platform edition feature I would like to utilise so is an expensive way of achieving what I need to. I am not sure whether we could create a BPM that could be triggered by the document being overwritten to circulate these? Just interested if there are any other ways of achieving what I need to.
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