> ## Documentation Index
> Fetch the complete documentation index at: https://docs.p36-csq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuration

> Manage services, features and risk assessments in your use cases

## Overview

In the Configuration area, you can view the services added to the use case, along with the underlying features and their risk assessment. As an Admin user or Use Case Designer, you can edit them, assign new services to the use case, or delete services that are no longer relevant.

<video autoPlay loop muted playsInline className="w-full aspect-video rounded-xl" src="https://mintcdn.com/csq/OVLrH_JrQyHV1OVG/videos/Use_Case_Configuration.mp4?fit=max&auto=format&n=OVLrH_JrQyHV1OVG&q=85&s=1fb43643852ad641f4c7a9f8124d80b8" data-path="videos/Use_Case_Configuration.mp4" />

<Info>
  The tree structure provides a hierarchical view: **Use Case** → **Services** →
  **Features**
</Info>

## Configuration Structure

```mermaid theme={null}
flowchart TD
    UC[Use Case]
    UC --> S1[Service 1]
    UC --> S2[Service 2]
    S1 --> F11[Feature 1.1]
    S1 --> F12[Feature 1.2]
    S2 --> F21[Feature 2.1]
```

## Managing Services

### Adding a Service

Services can be added to your use case using one of the following methods:

* **Basic Wizard**: Select from a predefined list of available services. No guided configuration is required.
* **Advanced Wizard**: Configure a new service and its assigned features through a guided wizard.
* **Apply Template**: Use your templates, created on platform level, to apply a predefined set of services and features to your use case.

Each of the above options can be accessed via the **Configure Use Case** button in the top right corner of the configuration table.

<img src="https://mintcdn.com/csq/OVLrH_JrQyHV1OVG/images/use_case_ui/configure_use_case.png?fit=max&auto=format&n=OVLrH_JrQyHV1OVG&q=85&s=f21ee7703fc09ee1d54bdfa89ac30540" alt="Use Case Configure Use Case Button" width="286" height="148" data-path="images/use_case_ui/configure_use_case.png" />

<Info>To add a Service to your use case, you must be in **Draft** status.</Info>

#### Basic Wizard

<video autoPlay loop muted playsInline className="w-full aspect-video rounded-xl" src="https://mintcdn.com/csq/OVLrH_JrQyHV1OVG/videos/Use_Case_Basic_Wizard.mp4?fit=max&auto=format&n=OVLrH_JrQyHV1OVG&q=85&s=e98e254d77a5bd234dcb672ed66e528f" data-path="videos/Use_Case_Basic_Wizard.mp4" />

<Steps>
  <Step title="Open Basic Wizard">
    Click the **Configure Use Case** button and select **Add Service - Basic**
    from the dropdown.
  </Step>

  <Step title="Select Service">
    Choose a service from the predefined list of available services.
  </Step>

  <Step title="Define Intended Use">
    Specify the intended use of the service, which will form the basis for its
    risk assessment. This can be provided later if not immediately available.
    However, the immediate activation of the use case will not be possible
    without this information.
  </Step>

  <Step title="Select General Impact">
    Choose the general impact of the service on your use case, which will
    influence the risk assessment.
  </Step>

  <Step title="Confirm Addition">
    Click **Create** to include the service in your use case.
  </Step>
</Steps>

<Info>
  The Basic Wizard will not assign an Instance to the Service. Without an
  Instance, the service cannot be qualified as Features cannot be assigned to
  it. You can assign a Testing Instance later in the service details. Learn more
  about [Assigning Instances](/use-cases/configuration#assigning-instances).
</Info>

#### Advanced Wizard (Recommended)

<video autoPlay loop muted playsInline className="w-full aspect-video rounded-xl" src="https://mintcdn.com/csq/OVLrH_JrQyHV1OVG/videos/Use_Case_Advanced_Wizard.mp4?fit=max&auto=format&n=OVLrH_JrQyHV1OVG&q=85&s=9928a56d665d47c3e34be23ed6e8ffde" data-path="videos/Use_Case_Advanced_Wizard.mp4" />

<Tabs>
  <Tab title="Select Service">
    <Steps>
      <Step title="Open Advanced Wizard">
        Click the **Configure Use Case** button and select **Add Service -
        Advanced** from the dropdown.
      </Step>

      <Step title="Select Service">
        Choose a service from the predefined list of available services.
      </Step>

      <Step title="(Optional) Define Intended Use">
        Specify the intended use of the service, which will form the basis for
        its risk assessment. This can be provided later if not immediately
        available. However, the immediate activation of the use case will not be
        possible without this information.
      </Step>

      <Step title="Select General Impact">
        Choose the general impact of the service on your use case, which will
        influence the risk assessment.
      </Step>

      <Step title="Select Test Instance / Data Center(s)">
        Choose the test instance or data center(s) the service will be qualified
        in.
      </Step>

      <Step title="Proceed to Select Features">
        Click **Next Step** to continue to the feature selection.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Select Features">
    <Steps>
      <Step title="Select relevant Features">
        Choose the features that are relevant for the service in the scope of
        your use case. For more information on features, see the [Service
        Features](/use-cases/configuration#service-features) section.

        <img src="https://mintcdn.com/csq/OVLrH_JrQyHV1OVG/images/use_case_ui/feature_selection.png?fit=max&auto=format&n=OVLrH_JrQyHV1OVG&q=85&s=d67a39fab2333385365c808ab0442e10" alt="Select Features" width="1175" height="569" data-path="images/use_case_ui/feature_selection.png" />
      </Step>

      <Step title="Confirm Selection">
        Click **Next Step** to proceed to the risk assessment.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Risk Assessment">
    <Steps>
      <Step title="(Optional) Perform Risk Assessment">
        Perform the Risk Assessment for each selected feature by defining the
        Implementation Type, Severity, Probability and Detectability. This can
        be done later, but is required for the initial qualification. More
        information on risk assessment can be found in the [Risk
        Assessment](/features/risk-assessment) section.

        <img src="https://mintcdn.com/csq/OVLrH_JrQyHV1OVG/images/use_case_ui/risk_assessment.png?fit=max&auto=format&n=OVLrH_JrQyHV1OVG&q=85&s=4e5a5b7988eb4a80ee737137be3fff44" alt="Use Case Status" width="1191" height="768" data-path="images/use_case_ui/risk_assessment.png" />
      </Step>

      <Step title="Confirm Risk Assessment">
        Click **Next Step** to proceed to the Review tab.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Review">
    <Steps>
      <Step title="Review Configuration">
        Review the service and feature configuration, including the risk
        assessment.

        <img src="https://mintcdn.com/csq/OVLrH_JrQyHV1OVG/images/use_case_ui/service_add_review.png?fit=max&auto=format&n=OVLrH_JrQyHV1OVG&q=85&s=8da4ff82a662aafd76555a088a752a41" alt="Use Case Status" width="1188" height="760" data-path="images/use_case_ui/service_add_review.png" />
      </Step>

      <Step title="Confirm Addition">
        Click **Submit** to add the service to your use case.
      </Step>
    </Steps>
  </Tab>
</Tabs>

#### Apply Template

<video autoPlay loop muted playsInline className="w-full aspect-video rounded-xl" src="https://mintcdn.com/csq/OVLrH_JrQyHV1OVG/videos/Use_Case_Apply_Template.mp4?fit=max&auto=format&n=OVLrH_JrQyHV1OVG&q=85&s=c21e3c59b9d073bd3213248eacb5a903" data-path="videos/Use_Case_Apply_Template.mp4" />

## Service Features

Features are the building blocks of services, representing specific functionalities or capabilities. Each service can have multiple features, which can be configured and managed independently. Each Feature requires a risk assessment to define the risk level and mitigation strategies.

<Info>
  A Feature is tested by one or more test cases, which are executed during the
  qualification process.
</Info>

## Assigning Instances

<video autoPlay loop muted playsInline className="w-full aspect-video rounded-xl" src="https://mintcdn.com/csq/OVLrH_JrQyHV1OVG/videos/Use_Case_Assign_Instance.mp4?fit=max&auto=format&n=OVLrH_JrQyHV1OVG&q=85&s=2dcb6fd02ef0aadb63fa1d6731072fd4" data-path="videos/Use_Case_Assign_Instance.mp4" />

<Steps>
  <Step title="Open Service Details">
    Click on the service name in the configuration table to open its details.
  </Step>

  <Step title="Open Assignments tab">Navigate to the **Assignments** tab.</Step>

  <Step title="Click Add Assignment">
    Click the **Add Assignment** button to assign a testing instance or data
    center to the service.
  </Step>

  <Step title="Select Assign Instance">
    Select **Assign Instance** from the dropdown menu.
  </Step>

  <Step title="Choose your Instance">
    Choose the testing instance you want to assign to the service. This is
    essential for qualifying the service and its features in the correct region.
  </Step>
</Steps>

## Status Restrictions

<Warning>
  Master data modifications (adding/removing services, requirements, risks, or
  features) are only possible when the use case is in **Draft** status.
</Warning>

| Status   | Services          | Requirements      | Risks             | Features          |
| -------- | ----------------- | ----------------- | ----------------- | ----------------- |
| Draft    | ✅ Add/Edit/Remove | ✅ Add/Edit/Remove | ✅ Add/Edit/Remove | ✅ Add/Edit/Remove |
| Approval | ❌ Read Only       | ❌ Read Only       | ❌ Read Only       | ❌ Read Only       |
| Active   | ❌ Read Only       | ❌ Read Only       | ❌ Read Only       | ❌ Read Only       |
| Inactive | ❌ Read Only       | ❌ Read Only       | ❌ Read Only       | ❌ Read Only       |
| Retired  | ❌ No Access       | ❌ No Access       | ❌ No Access       | ❌ No Access       |

## Next Steps

<CardGroup cols={2}>
  <Card title="Initial Qualification" icon="play" href="/use-cases/initial-qualification">
    Run initial tests on your configured services
  </Card>

  <Card title="Risk Assessment" icon="shield-check" href="/features/risk-assessment">
    Learn more about risk assessment processes
  </Card>
</CardGroup>
