Configure Category
  • 14 Sep 2023
  • 1 Minute to read
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Configure Category

  • PDF

Article summary

Categories help in organizing Problems into specific groups or classes based on their nature, type, or purpose. This allows for a more structured and efficient management of Problems, making it easier to locate, track, and prioritize tasks.

To configure the category for a Problem Record, perform the following steps:

  1.  Log in to the application.

  2.  Navigate to Design Studio > Service Management > Configurations > Problem Masters > Category.

  3.  Select the Business Function.

  4.  Right-click to perform the Node actions.
    A list of actions is displayed.
    Figure: PR Category Action List

Refer to the following table of the functionality of the Node actions:

 Node ActionDescription
Create Root NodeAllows the admin to create a new Root Node in a Category for a Problem Record.
Example: Server Issue (Root Node)
Create Child NodeAllows the admin to create a new Child Node further branching from the Root Node in a Category for a Problem Record.
Example: - Server Issue(Root Node)
                       - RAM Related(Child Node)
Figure: PR Child Node Category
RenameAllows the Admin to rename the existing PR Category. 
DeactivateAllows the Admin to Deactivate and later activate the PR Category (This applies to both Root as well as Child Nodes).
Set as DefaultPermits the admin to set the PR Category as a Default Value across all the pages where the Category field for a Problem Record is applicable.
Add IconAllows the admin to add an Icon for the PR Category.
Figure: PR Category Icon
Add DescriptionAllows the Admin to Describe the PR Category Node. This is feature is applicable for the Root as well as the Child Node.

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