Manage Category

This topic comprises the following sections:

• Configure Category
• View Category

Configure Category

You can configure a category in the Change Management to provide a structured and organized approach to managing the changes within the organization.

To configure a category, perform the following steps:

1. Navigate to Design Studio > Module > Configuration > Change Masters > Category.
   The Category Listing page is displayed.
   
   
2. Click New from Category listing screen.
   The Category ID page is displayed.
   Figure: Category ID
3.  Enter the required details as describe in the following table and click Save.
   
   

   Field	Description
   Department*	Select Tenant from the list to configure a category. This is a mandatory field.
   Source Category	Specify the Source Category Type from the Source Category dropdown list. The listed values are: Large Medium  Small Note The Source Category field becomes mandatory when selecting a Department.
   Description	Specify brief description about the configuring category that is being configured.
   Category	Enter the name of the category to organize change requests by creating categories that group together those with similar actions.
   Sort Order	Select the sort order for the category based on which the categories are prioritized.
   Default	Select the check box to display the category for the selected Tenant, by default.
   Active	Select the check box to make the category available on the other pages of the application.

   Note

   An asterisk (*) represents mandatory field.
   
   

View Category

View Category enables you to view the organized structure of the created categories to make it easier to understand the overall changes management practices.

To view the created categories, you can navigate to Design Studio > Select Module > Configuration > Category Configuration > Category. The Category Listing page is all the existing Categories details are displayed.
Figure: Category List Page

The different icons that are available in the Category page are explained in the following table:

Icon	Description
	Click the Summary icon to preview the recorded information.
	Click the Open Link to view the preview page in new tab or new window.