--- title: "Manage Priority Matrix" slug: "manage-priority-matrix" tags: ["Problem record", "Manage Priority Matrix", "Priority Matrix", "Problem management"] updated: 2024-03-21T13:00:19Z published: 2024-03-21T13:00:19Z canonical: "help.symphonysummitai.com/manage-priority-matrix" --- > ## 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. # Manage Priority Matrix ## View You can view the list of configured Priority Matrices for Problem Records using following options: - [Grid](/summit-platform/docs/manage-closure-code#grid) - [Filters](/summit-platform/docs/manage-closure-code#filters) - [Search](/summit-platform/docs/manage-closure-code#search) To view the list of configured Priority Matrices and view any specific Priority Matrix, perform the following steps: 1. Navigate to **Service Management**. 2. Select **Module** > **Problem** > **Configurations** > **Problem Matrices** > **Priority** **Matrix**. 3. The Priority Matrix list page is displayed. A sample screenshot is shown below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711025157156.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Priority Matrix - List Page A specific list of Priority Matrices can be viewed based on applied filters or search criteria. 4. Click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1702457213326.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D) icon next to the Priority Matrix ID to view details of the configured Priority Matrix. 5. The Priority Matrix ID details page is displayed. Click **Cancel** to close the details page and return to the Priority Matrix list page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711025247805.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Priority Matrix details page 6. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1702457517419.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D) icon next to the Priority Matrix ID to view the Priority Matrix in a new tab or in a new window. 7. The Priority Matrix details page is displayed. Click **Reset** to clear all the filed in details. Click **Cancel** to exit the process and go back to the list page without making any changes. Click **Save** to save the updated information on the Priority Matrix details page. ### Grid Manage how you want to view the list of configured Priority Matrices using two different views. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711025453913.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Grid and list view To view the configured Priority Matrix list page in different views, perform the following steps. 1. On the Priority Matrix list page, click Grid icon on the top right corner just above the list of forms. It displays all configured Priority Matrices in a grid view. The information for an individual form is displayed in tabular form. 2. On the Priority Matrix list page, click List icon on the top right corner just above the list of forms. It displays all configured Priority Matrices in a list view. ### Filters You have the provision to apply filters on all of the columns or on an individual column. This functionality allows you to control the exclusion or inclusion of specific data as per your requirement. You can focus on the required data with better analyzation. You can apply filters on individual columns as well as per your requirement. To apply filters on individual columns, perform the following steps: 1. On the list page, click the filter associated with individual column. A sample screenshot is shown below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711025512186.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Filters - Individual Column 2. Specify the filter criteria based on your requirement. A sample screenshot is shown below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711025589874.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Filters - popup 3. Click the **Filter** icon to view the following filter options. Select the **Match All** or **Match Any** option from the list to filter the data based on the condition selected. The **Match All** option is selected, by default. 4. Select the option to compare the data based on the conditions. Available options are as follows: 5. - Starts With - Contains - Not contains - Ends with - Equals - Not equals - Less than - Less than or equal to - Greater than - Greater than or equal to - Date is - Date is not - Date is before - Date is after - Active - Not ActiveNoteThe following filter options are available for numeric column values: - Less than - Less than or equal to - Greater than - Greater than or equal to The following filter options are available for date column values: - Date is - Date is not - Date is before - Date is after The following filter options are available for toggle switch Active: - Active - Not Active 6. You can click **Clear** to clear the configured filter and click **Apply** to set the filter condition. You can change which columns will appear on the Priority Matrix list page in which order by clicking icon. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711025617670.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Show columns You can drag the column up and down as per the requirement to reorder the display of columns by dragging ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711025716737.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)icon. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711025668957.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Sort columns Add or remove the columns to be displayed on the Priority Matrix list page by clicking on the checkbox next to the columns. (Refer the below sample screenshot) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711025788126.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Add columns - list page Click **Save** to save the new view of columns for the Priority Matrix list page. Click **Cancel** to revert all the changes made and close the pop-up. Click **Clear All** to remove all the applied column view settings. ### **Search** The **Search** function enables you to search the configured Priority Matrix. You can click the search icon and type the specific Priority Matrix ID or the description for the Priority Matrix which you want to search. The application displays the result in the result section for the typed Priority Matrix. A sample screenshot is shown below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711025932247.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Search Click **X** (close icon) to clear the searched criteria entered. ## Edit The edit Priority Matrix value enables you to edit configured Priority Matrix details based on the requirement. To edit Priority Matrix details, perform the following steps: 1. Navigate to **Service Management.** 2. Select **Module** > **Problem** > **Configurations** > **Problem Matrices > Priority Matrix**. The Priority Matrix list page is displayed. 3. Click the ID hyperlink to view the configured Priority Matrix details for the Problem Record. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1711025984619.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A03%3A11Z&se=2026-11-11T18%3A03%3A11Z&sr=c&sp=r&sig=0xE7pU5f%2BxVrlqN2hFG0rmAFqjPL3Epuv97A0tUhKhI%3D)Figure: Priority Matrix ID Details page 4. Update the required details on the Priority Matrix ID details page and click **Save** to save the updated details. Click **Reset** to clear all the input details. Click **Cancel** to exit the edit page without making any changes in the Priority Matrix ID details page.