---
title: "Category"
slug: "category-1"
updated: 2025-12-17T09:29:15Z
published: 2025-12-17T09:29:52Z
canonical: "help.symphonysummitai.com/category-1"
---

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

# 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**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CM_Navigation(1).png?sv=2026-02-06&spr=https&st=2026-11-11T18%3A11%3A14Z&se=2026-11-11T19%3A11%3A14Z&sr=c&sp=r&sig=3fi4LQPtqkcBiDvtYuTtrvySwi2Q%2BWLrPVKpWxMzDOs%3D)

Figure: Change Category
2. Select the required Department and click **Add New** or ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/add_new_icon.png?sv=2026-02-06&spr=https&st=2026-11-11T18%3A11%3A14Z&se=2026-11-11T19%3A11%3A14Z&sr=c&sp=r&sig=3fi4LQPtqkcBiDvtYuTtrvySwi2Q%2BWLrPVKpWxMzDOs%3D) icon**.** The **Category Details** page is displayed.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Add_New_Category.png?sv=2026-02-06&spr=https&st=2026-11-11T18%3A11%3A14Z&se=2026-11-11T19%3A11%3A14Z&sr=c&sp=r&sig=3fi4LQPtqkcBiDvtYuTtrvySwi2Q%2BWLrPVKpWxMzDOs%3D) 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 ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/show_list_icon.png?sv=2026-02-06&spr=https&st=2026-11-11T18%3A11%3A14Z&se=2026-11-11T19%3A11%3A14Z&sr=c&sp=r&sig=3fi4LQPtqkcBiDvtYuTtrvySwi2Q%2BWLrPVKpWxMzDOs%3D) to display the list of all configured Change Categories for a Department.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Show_List_Category(1).png?sv=2026-02-06&spr=https&st=2026-11-11T18%3A11%3A14Z&se=2026-11-11T19%3A11%3A14Z&sr=c&sp=r&sig=3fi4LQPtqkcBiDvtYuTtrvySwi2Q%2BWLrPVKpWxMzDOs%3D) 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]
> 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.