Define Process and Procedure Help Properties for a Business Object

Use the Process and Procedure Help page in the Business Object Properties window to provide additional information to Users who work with a Business Object.

Good to know:

• If you do not see the Process and Procedure Help page, close the Blueprint (after saving) and go to Settings>Edit System Settings. Click the Help page, and then select Show Process and Terminology Help. For more information, refer to Configure Global Help Settings.
• If the Process and Terminology section does not appear on the CSM Desktop Client Task Pane, ensure it is enabled in the User Task Pane and Search Control Settings.

To define process and procedure help:

1. Open the Business Object Properties window.
2. Click the Process and Procedure Help page.
3. Define process and procedure help:

   Option	Description
   Process and Procedure Text	Provide text to display in the Process and Terminology section of the CSM Desktop Client Task Pane.
   Additional Help URL	(Optional.) Provide a URL to display to navigate to additional information. Then, click the Ellipses button to navigate to the URL and ensure it is correct.
   Information is Relevant to ITIL	Select this check box if the process and procedure text is relevant to ITIL (IT Infrastructure Library). An icon is displayed in the Process and Terminology section of the CSM Desktop Client Task Pane to indicate that the Business Object is related to an ITIL process.
   Information is Relevant to KCS	Select this check box if the process and procedure text is relevant to KCS (Knowledge-Centered Support) standards. An icon is displayed in the Process and Terminology section of the CSM Desktop Client Task Pane to indicate that the Business Object is related to a KCS process.

4. Click OK.

5. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.