Managing Lines of Business and Service Categories
ScopeStack gives you two “levels” of content organization to group together similar services.
- Lines of Business: These are the top-level organizational groupings of services in the platform. Notably, service approval is managed at this level.
- Service Categories: This gives you an additional layer below the Line of Business to align services.
Viewing Lines of Business
You can manage Lines of Business and Service Categories in Settings > Content > Lines of Business in Settings.
On this screen: A table listing all Lines of Business in your account. Columns include a drag handle (for reordering), Name, Code, and Service Approval (showing the name of any assigned service approver, or “None Specified”). Each row is clickable to open the edit view. A download icon appears on rows that have services, allowing you to download a CSV of all services in that Line of Business. A delete button appears for each row. At the bottom of the table, a green + Add Line of Business button adds a new entry.
Adding Lines of Business
You can add a new Line of Business by clicking + Add Line of Business.
On this screen: A form card titled “New Line of Business.” Two text fields are shown side by side: Name and Code. A Save button appears at the bottom right, with a Back button on the far right to return to the list.
Here, you can define:
- The name of the Line of Business
- Optionally, you can define a code that can be used in a few select applications.
To Create your Line of Business, press Save.
On this screen: The saved Line of Business edit view. The form card now shows the Line of Business name and code fields populated. Below the form, two navigation tabs appear: Line of Business (currently active) and Approvers. Below the tabs, a Service Categories section lists any existing service categories in a table with Name and Code columns, along with reorder (up/down arrow), download, and delete action buttons per row. A green + Add Service Category button appears at the bottom of the table.
After the page refreshes, you can click the Approvers tab to define users required to approve new or modified service offerings for this Line of Business.
On this screen: The Approvers tab for a Line of Business. A card titled Service Approvers contains a table with an Approver column listing any users already assigned. If no approvers have been set, a row reads “No approvers for [Line of Business name].” A delete button appears on each approver row. At the bottom, a green + Add Service Approver button opens a form to add a new approver.
If you don’t define any service approvers, all services for this line of business will be immediately approved upon creation or changes to the service. If you add service approvers, those users will be required to approve new or modified services before they may be used in a project. To add an approver, click + Add Service Approver. You can add as many service approvers as you would like.
Managing Existing Lines of Business
Once you’ve created a Line of Business, you can add or modify Service Categories, change the Line of Business’s name, or change the new service approval user.
Service Categories
Service Categories give you an additional layer of content organization for services. You must define at least one service category to align services with that line of business.
On this screen: The Service Categories table within a Line of Business edit view. The table shows columns for Name, Code, and an actions column. Each row represents a Service Category. The actions column includes up and down arrow buttons to reorder categories, a download icon (if the category has services), and a delete button. The + Add Service Category button appears in the table footer.
By hovering over a Service Category, you can see the options to resequence, download a CSV of all services, or delete the category.
NOTE: DELETING A SERVICE CATEGORY DELETES ALL OF THE SERVICES WITHIN THAT CATEGORY. PLEASE CONSIDER YOUR ACTION BEFORE PROCEEDING.
You can add a new Service Category by clicking + Add Service Category.
Inside, you can give the Service Category a name.
Approval of Services and Technical Approval of Projects
There are a few key approval mechanisms tied to the Line of Business level of content organization.
New Service and Custom Service Approval
Approval of new services created in settings or saved due to a Custom service in a project is completed by a user specified on the Line of Business.
You can view services that need approval under the Pending tab.
On this screen: The Professional Services list page with the Pending tab selected. The tab bar shows three tabs: Active, Pending (currently active, with a count of services awaiting approval in parentheses), and Archived. The services table displays columns for Name, Status (showing a yellow dot indicator labeled “Pending,” with an additional green dot for custom services), Phase, LOB / Category, Used In (an eye icon for a preview slideout), Created, and Updated. Checkboxes appear on the left side of each row for bulk selection. When rows are selected, action icons appear in the toolbar: Approve (checkmark), Archive (trash can), and Download (arrow down).
Approval of Projects
Lines of Business are used as the trigger for the Technical Approval of a Project. You can learn more about the Project approval flow here.
Document Template Implications of Lines of Business and Service Categories
Line of Business and Service Category information is available for use in several ways in the merge data used to create documents.