Change Category
- 04 Mar 2024
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Change Category
- Updated on 04 Mar 2024
- 1 Minute to read
- Print
- PDF
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Simplify, and Resolve in Change Management Mastery!
The Change Category serves as the classification system when working on a Change Record (CR). Organizations have the flexibility to incorporate specific Change Categories tailored to their unique requirements. This customization allows to add and modify Change Categories at Tenant level, enabling a tailored approach to categorize and manage changes within the organization's framework.
User Persona: Application Administrator
Explore the diagram illustrating the process of creating and handling change categories associated with a change record.
Let's explore the following use case.
Use Case User Persona: Administrator | Solution |
| ACME's IT department is implementing a software upgrade across its infrastructure to enhance system performance and security. The change involves updating components which can potentially impact various services. | Sam the administrator integrates Change Category, and Solution processes, the IT organization can effectively manage and address challenges that arise during significant changes, ensuring a smooth and optimized IT environment. |
To configure the Classification for a Problem Record, perform the following steps:
- Navigate to Design Studio > Change Management > Configurations > Change Masters > Change Category.
- Select Department from list to configure Change Category.
A list of all the configured Change Categories for the selected Tenant is displayed. - Right-click on any one of the configured Category and a list of options are displayed to work on the node. Click Save.
A pop-up list is displayed with the following options:
Figure: CR Change Category
Figure: CR Change CategoryRefer to the following table for the Node actions:
| Node | Description |
|---|---|
| Create Root Node | Click this option to create a new Root Node is created at the top of the configured Node list. |
| Create Child Node | Click this option to create a Child Node. Child Node is created under the Root Node. |
| Rename | Click this option to rename a Node. |
| Deactivate | Click this option to set the Change Category as inactive. |
| Set as Default | Click this option to set a Node/Change Category as Default Node/Change Category. |
| Add Icon | Add Icon corresponding to the Change Category. |
| Add Description | Describe the Change Category Node. This is feature is applicable for the Root as well as the Child Node. |
Notes
- The Green color indicates that the Change Category is the default.
- The Red color indicates that the Change Category is an inactive Closure Category.
- An asterisk (*) represents mandatory field.
| Button | Description |
|---|---|
| Reset | Reset to restore the initial state of the configuration screen. |
| Close | Close to cancel the unsaved changes and close the Change Category screen. |
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