excalibur cherwell software mapp brochure - oct 2017

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Personnel Processing Provides a framework for personnel processing, including on/off boarding and transfers, as well as Candidate and Position tracking Company and Contacts Adds two additional Customer types, Company and Contact configured to display in a nested form in Contact Manager Scheduled Job Status Exposes status logs for Cherwell Scheduler Service in client interfaces Team Members Presents internal Team Membership information as an object in client interfaces Purchase Requisition Allows for creation of a purchase requisition by selecting items from product catalog to order, then submitting record for approval Time Off Requests Allows employees to make requests for time off Advanced IT Project Tracking (ITPT) Provides Project Tracking / Project Management capabilities including Demand and Capacity management Time Tracking Provides a framework and the ability to track time against objects within Cherwell Automated User , Team and Team Membership Integration Provides a framework to automate the management of Cherwell Users, Teams and Team memberships via Active Directory Innovation Through The Cherwell mApp Exchange

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Personnel Processing

Provides a framework for personnel

processing, including on/off boarding

and transfers, as well as

Candidate and Position tracking

Company and Contacts

Adds two additional Customer types,

Company and Contact configured

to display in a nested form in

Contact Manager

Scheduled Job Status

Exposes status logs for

Cherwell Scheduler Service in

client interfaces

Team Members

Presents internal Team

Membership information as an

object in client interfaces

Purchase Requisition

Allows for creation of a purchase

requisition by selecting items from

product catalog to order, then

submitting record for approval

Time Off Requests

Allows employees to make

requests for time off

Advanced IT Project

Tracking (ITPT)

Provides Project Tracking / Project

Management capabilities including

Demand and Capacity management

Time

Tracking

Provides a framework and the ability to

track time against objects

within Cherwell

Automated User , Team and Team

Membership Integration

Provides a framework to automate the

management of Cherwell Users, Teams

and Team memberships via

Active Directory

Innovation Through The Cherwell mApp Exchange

(724)387-1331

www.excaliburdata.com

[email protected]

This mApp automates the creation and management of Cherwell Users, Teams and Team Memberships via Active Directory. The Active Directory data is processed according to rules determined by the Cherwell Administrator to retrieve AD users, groups and group memberships and transform them into Cherwell objects. Once created these are then kept in sync with any changes in AD to allow for a single source of user management throughout the organization.

This mApp provides a basic framework for you to build your personnel processing on top of. In the basic OOTB configuration it supports onboarding, offboarding and employee transfers, capturing the requirements for setting up the employee, including details about what type and level of accounts, what types of devices, what software and systems are required. It will create a Incident/Service request, if desired, for each requirement. Also included are a objects for Candidates and Positions to track the lifecycle of these objects throughout their life. Personnel Processing

Advanced IT

Project Tracking (ITPT)

Automated User,

Team and Team

Membership Integration

Purchase Requisition

The Purchase Requisition object allows for the creation of a purchase requisition by selecting items from the product catalog to order then submitting the record for approval. Once approved a PO number can be generated and items tracked as they are received. Relationships to Incidents and the Computer object are also available.

Advanced IT Project Tracking (ITPT) allows for Project Tracking and Project Management capabilities within Cherwell. The mApp includes basic demand and capacity planning/management, basic Project Portfolio Management and a host of other Project Management related functionality. Using Project Tracking / Project Management within your Cherwell platform allows you to link items link Incidents / Requests, Change Requests, Releases, etc. to your Project Records.