Change Category

What is a Change Category?

The Change Category is the Category used by the Analysts while closing a Change Record (CR). You can add these Change Categories based on the organizational needs. You can add and modify Change Categories for a Tenant.

To configure Change Category, perform the following steps:

1. Select Change > Configuration > Change Categroy.

2. On the CHANGE CATEGORY page, select the Tenant. A list of all the configured Change Categories for the selected Tenant is displayed under the DETAILS section.

   

   Figure: Change Category page

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

   1. Create Root Node: Click this option to create a new Root Node/Closure Category. A new Node/Closure Category is created at the top of the configured Node list.

   2. Create Child Node: Click this option to create a Child Node/Closure Category. A Child Node/Closure Category will be created for the Node/Closure Category on which you have right clicked.

   3. Rename: Click this option to rename a Node/Closure Category.

   4. Deactivate: Click this option to set the Closure Category as inactive.

   5. Set as Default: Click this option to set a Node/Closure Category as Default Node/Closure Category.

   6. Configure: Click this option to configure Change Category.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CLOSURE CODE page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Closure Codes configured for the selected Tenant.

Figure: CLOSURE CODE page: List of Closure Codes

Closure Code ID column in the LIST table displays the ID associated with every configuration.

• To edit a Closure Code, click the Closure Code. Make appropriate changes and click SUBMIT.

• To display the inactive Closure Codes, click the Include Inactive check box.