Category

You can configure a Category for Change Records on the Category page. The configured Category is available in the Category drop-down list of the New Change Record page.

Configure Category

To configure Category, perform the following steps:

1. Navigate to Change > Configuration > Category.
   

   Figure: Change Category
   

2. Select the required Department and click Add New or icon. The Category Details page is displayed.

Figure: Category Details page

3. Select the Department and specify the Source Category Type from the Source Category drop-down list. Specify a name for the Category in the Category text box. If you select the Active check box, the Category becomes an available option in the Category list on the other pages of the application.

Show List

Click Show List or to display the list of all configured Change Categories for a Department.

Figure: Category List page

Category ID column in the List table displays the ID associated with every configuration.

• To edit a Category, click the name of the Category. Make the required changes and click Submit.

• To display the inactive Categories, select the Include Inactive check box.

Note

When the Categories are displayed in a list, ADD NEW is displayed on the ACTIONS panel. Click ADD NEW to configure a new Category.