Configure Category
- 14 Sep 2023
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Configure Category
- Updated on 14 Sep 2023
- 1 Minute to read
- Print
- PDF
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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:
- Log in to the application.
- Navigate to Design Studio > Service Management > Configurations > Problem Masters > Category.
- Select the Business Function.
- 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 Action | Description |
---|---|
Create Root Node | Allows the admin to create a new Root Node in a Category for a Problem Record. Example: Server Issue (Root Node) |
Create Child Node | Allows 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 |
Rename | Allows the Admin to rename the existing PR Category. |
Deactivate | Allows the Admin to Deactivate and later activate the PR Category (This applies to both Root as well as Child Nodes). |
Set as Default | Permits 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 Icon | Allows the admin to add an Icon for the PR Category. Figure: PR Category Icon |
Add Description | Allows 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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