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Serviceware Processes
Learn about administration and usage of Serviceware Processes! Documentation, release notes, all versions.
Settings
Agents can make various settings in the Processes user interface.

The Serviceware platform
Information on the platform functions, other general information and web help assistance is available here.
Serviceware Processes
Learn about administration and usage of Serviceware Processes! Documentation, release notes, all versions.
- User interface
  First make yourself familiar with the user interface of your application.
- Service Desk
  The Service Desk is the agent's workplace.
- Services
  Read here how to create services, define service level agreements, set up the service time calendar, and manage service jobs.
- Reporting
  To learn how to create reports, see the following section.
- Design
  Customize your work environment with: Processes Designer, BPMN Process Designer, Dialog Designer, Workflow Designer.
- Chat function
  Serviceware Messaging is the chat function of the Serviceware platform. It allows chat messages to be exchanged and processed within the platform, both with each other and with external requesters.
- Widgets
  The Processes widgets offer users of Serviceware Processes and consumers the opportunity to execute important Serviceware Processes functions via mobile devices.
- Settings
  Agents can make various settings in the Processes user interface.
  - Settings for the Service Desk
    The settings for Service desk include Administration, Quick Forms, Roles and Options.
  - Notification settings
    On this tab you can determine which agent notifications you want to receive.
  - Settings for Serviceware Messaging
    In this area, you can set the connection to your Messagingservices and create attributes for case creation and case extension.
  - Settings for the Solution Assistant in Serviceware Processes
    This function allows you to configure your Solution Assistant in Serviceware Processes.
  - Application URLs in Serviceware Processes
    Configure the paths to your mobile applications for cases, approvals or tasks.
  - Settings for Serviceware Knowledge
    You can configure the integration of Knowledge on the Serviceware Knowledge page.
  - Settings of the Windows Options for the agents in Serviceware Processes for Authentication
    As Processes an agent, you need to select some settings yourself in the browser.
- Integration
  Information on Data Connector, Connectivity and Telephony
- Administration & Management
  This section provides information about the administration of Serviceware Processes.
- Process Packages
  In this section you will find information about the Process Packages.
- FAQ to Serviceware Processes
  You can find frequently asked questions about installing and configuring your system in the for Serviceware Processes.
- Technical information
  In this section you will find helpful information for your software.
Serviceware Financial
Find out, how to use Serviceware Financial. Here you can get the documentation of the current and previous versions.
Serviceware Knowledge
Find out about the use, editing and administration of Serviceware Knowledge!
Serviceware Performance
Find out, how to install, configure, and manage Serviceware Performance.
Cross-platform modules
In addition to the main modules of the Serviceware platform, there are some add-ons that are available across platforms and optimize work with the platform.
Platform setup
Learn which platform functions you can include in your modules and what you need to do for it.
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Settings

Agents can make various settings in the Processes user interface.

To open the menu item Settings you need configuration rights. You can make settings there for

Service Desk,
Serviceware Messaging,
Solution Assistant,
Application urls.

In the associated dialogs you can open new settings via tabs.