Serraview Integration Setup for 360Facility
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The following setup needs to be completed.
Enable the Service Request Module
The Serraview Implementation Manager will enable the Service Requests module.
Enable the Work Order Integration
For the UAT environment or for the Production environment submit a support ticket to the Serraview Support team.
Type = DEPLOY
Subject = Enable Work Order Integration for [Customer Name]
Description = Please enable Work Order Integration for https://[instancename].serraview.com/
This is for the 360Facility integration and please complete by Year/Month/Day.
Set up the Serraview UAT Environment
Establish or refresh the Serraview customer UAT environment. Lock the environment so it will not accidentally get refreshed and overwrite the integration configuration.
The APIs setup (Service Account, OAuth, Private Key, and SRI Configuration) must be re-established after each UAT refresh. Complete the steps in Set up the APIs for Serraview and 360Facility.
Submit a support ticket to the Serraview Support team with the following message, Enable OAuth in Production http://[instance_name].serraview.com.
For the initial OAuth set up, please allow 3 to 5 days.
Set up the APIs
This section and all steps (except for the new role) must be repeated for the UAT environment and any subsequent refreshes.
For more information, refer to Set up the APIs for Serraview and 360Facility.
Modify Security Access for Administrators (Serraview Staff)
For Administrators to create new roles or to update an existing roles with the secured actions used by the integration, the Secured Actions must first be added to the System Administration roles.
If you do not have access to the Secured Actions below, contact Serraview Support and have them add these actions to System Administrator role and then create or update existing roles.
If you do not have access to the secured actions below, contact Serraview Support team and have them add these actions to the System Administrator roles. Refer to Section 5.5.4 Create a role called 360Facility_API_Role, to modify the System Administrator roles to include the following secured actions: