After you create a service plan or choose a pre-built service plan, you can apply it to site groups.
If you plan on using a group-based service delivery model for your service plans, you might want to create a shared site group. A shared site group creates a common site group definition that automatically creates a site group at all new sites using the automatic inclusion rules you define. By letting you configure site group automatic inclusion rules in one central location, and then applying these rules across multiple sites, shared site groups allow you to standardize and simplify site creation.
Applying Service Plans to a Site Group
It is recommended that if you choose to apply service plans using a group-based service delivery model, you apply it to site groups that have been created using a shared site group definition. However, if you have already created site groups for the site, you might find it easier to use your existing groups.
- In Service Center, click Status > Central Dashboard.
- Click the name of a site.
- In the Service Plan Application area, click the gear icon .
- If a site is not set up to use shared site groups by default, click the gear icon again and select the Apply Service Plans directly to groups button. If the site is already set up to use shared site groups, skip this step.
- In the Manage Service Plan Application area, click the Apply Service Plan to a new Group link.
- From the Choose an unassigned site group list, select the shared site group to which you want to apply a service plan.
In the Service Plan Applications area, from the list, select the service plan you want to apply to this site group.
- Click Save.
- Repeat steps 5 to 8 to apply service plans to other groups, as needed.