---
title: "Category"
slug: "category-5"
updated: 2025-12-17T09:29:22Z
published: 2025-12-17T09:30:01Z
canonical: "help.symphonysummitai.com/category-5"
---

> ## 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

A Category is a group, representing the type of a Problem Record (PR). The PRs raised by Problem Managers or users with required access are grouped based on these Categories and assigned to respective Analysts to provide a solution to the PR . You can add and modify Category details for a Tenant.

### **Configure Category**

To configure Category, perform the following steps:

1. Navigate to **Problem** > **Configuration** > **Category.** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/P_Category_Navigation.png?sv=2026-02-06&spr=https&st=2026-11-11T15%3A22%3A46Z&se=2026-11-11T16%3A22%3A46Z&sr=c&sp=r&sig=m5iySd%2BF5yI5DbSrLWweGiCr0ejGba3tPWAts6yB1Mc%3D)

Figure: Category Navigation
2. Select the required Department. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/P_Category_Department.png?sv=2026-02-06&spr=https&st=2026-11-11T15%3A22%3A46Z&se=2026-11-11T16%3A22%3A46Z&sr=c&sp=r&sig=m5iySd%2BF5yI5DbSrLWweGiCr0ejGba3tPWAts6yB1Mc%3D)

Figure: Department
3. A list of all the configured Categories for the selected Department is displayed under the **Details** section.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/P_Category_Details.png?sv=2026-02-06&spr=https&st=2026-11-11T15%3A22%3A46Z&se=2026-11-11T16%3A22%3A46Z&sr=c&sp=r&sig=m5iySd%2BF5yI5DbSrLWweGiCr0ejGba3tPWAts6yB1Mc%3D) Figure: Category Details Page

> [!NOTE]
> Note
> 
> - The Green color indicates default Category.
> - The Red color indicates inactive Category.
> - The Yellow color indicates new Category.
> - Before Category name, the Category ID associated with every configuration is displayed.

3. Right-click on any one of the configured Categories, a pop-up list is displayed with the following options:

- **Create Root Node**: Click this option to create a new Root Node/Category. A new Node/Category is created at the top of the configured Node list.
- **Create Child Node**: Click this option to create a Child Node/Category. A Child Node/Category will be created for the Node/Category on which you have right clicked.
- **Rename**: Click this option to rename a Node/Category.
- **Deactivate**: Click this option to deactivate a Node/Category.
- **Set as Default**: Click this option to set a Node/Category as Default Node/Category.

4. Click **Submit** to save the changes.

#### Actions

This section explains all the icons displayed on the **right-side** panel of the **Category** page.

**Expand All**

Click **Expand All** to expand all the configured categories. To display the inactive Categories, click the **Include Inactive** check box.

> [!NOTE]
> Note
> 
> When the expanded Category list is displayed under the **Details** section, the **Collapse All** action is displayed on the right-side panel. Click **Collapse All** to collapse the Category list.