Service Plans and CSI Register
This topic describes the elements in the Service Plans and CSI Register tables. Both of these tables and their functions are turned off by default. See the ITIL Functions section for more information on how to enable them.
Service Plans Table
The Service Plans table is used to gather information for Service Improvement Plans and Service Quality Plans and to manage implementation of service improvements. The layout is similar for both types of plan.
The Related CSI Register records are only visible if the ITIL Function for CSI Register is turned on. In that case, the plan can be linked to one or more CSI Register records.
Surveys Tab
The surveys tab allows you to link in any customer surveys that are relevant to a particular service plan. A link to create a customer survey can be included automatically when an incident or service request is closed, and if a customer clicks the link, they will fill out a brief survey form.
CSI Register
The CSI Register is a simple table for logging Continual Service Improvement suggestions and opportunities. These can then be linked into a Service plan as needed.
Specific services can be linked to the CSI record and details can be added in the Working Notes append-only field.
Any Service improvement plans can also be linked in or the link created from the Service Plan.
The link to the Service Plan is only visible if that function is turned on in the ITIL Functions table.