Manage Contacts and Teams

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Contacts : Person

 

The class Person is used to describe physical persons as contacts in the CMDB. Persons can be grouped into Teams. Persons can be linked to other configuration items (for example to describe who to contact in case of problem with an application). In iTop the caller of a User request is a Person as well as the agent assigned to resolve it.

Person Properties
 

Name	Type	Mandatory?
Last Name	Alphanumeric string	Yes
First Name	Alphanumeric string	Yes
Organization	Foreign key to a(n) Organization	Yes
Status	Possible values: Active, Inactive	Yes
Location	Foreign key to a(n) Location	No
Function	Alphanumeric string	No
Manager	Foreign key to a(n) Person	No
Employee number	Alphanumeric string	No
Email	Email address	No
Notification	Possible values: no, yes	No
Phone	Alphanumeric string	No
Mobile phone	Alphanumeric string	No

Tabs
 

Tab	Description
Teams	All the teams this person belongs to
Tickets	All the tickets this person is the caller
CIs	All the configuration items linked to this contact

Creating a new Person
 

Click on the “New contact” menu:

Then select “Person” in the form below:

And click “Apply” to display the Person creation form:

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Contacts : Team

 

A team represents a group of persons. In iTop, Teams can be used to: associate a set of persons to a given configuration item, create a “workgroup” for assigning tickets or group persons for receiving notifications.

A Team cannot be a member of another Team.

Team Properties
 

Name	Type	Mandatory?
Name	Alphanumeric string	Yes
Status	Possible values: Active, Inactive	Yes
Organization	Foreign key to a(n) Organization	Yes
Email	Email address	No
Phone	Alphanumeric string	No
Notification	Possible values: no, yes	No
Function	Alphanumeric string	No

Tabs
 

Tab	Description
Members	All the people belonging to this team
Tickets	All the tickets assigned to this team
CIs	All the configuration items linked to this contact

Creating a new Team
 

Click on the “New contact” menu:

Then select “Team” in the form below:

And click “Apply” to display the Team creation form:

To add members to the Team, click on the tab “Members” and use the buttons to Add/Remove Persons from the list.

You can also specify a “Role” for each member of the Team.