--- title: "Configure Category" slug: "problem-management-configure-category" tags: ["Problem management"] updated: 2025-04-30T10:17:04Z published: 2025-04-30T10:17:04Z canonical: "help.symphonysummitai.com/problem-management-configure-category" --- > ## 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. # Configure Category a Category in Problem Management is used to classify and group problems based on shared characteristics or attributes. Categories help organize and prioritize problems, making it easier to manage and analyze them effectively. By categorizing problems, organizations can identify trends, allocate resources more efficiently, and implement appropriate solutions. - [Overview](/summit-platform/docs/problem-management-configure-category#overview) - [Configure Category](/summit-platform/docs/problem-management-configure-category#configure-category) ## Overview In Problem Management, a Category is a classification used to group problems by similar characteristics, facilitating their organization and prioritization. This systematic categorization allows for efficient management, enabling teams to identify trends, allocate resources effectively, and streamline the troubleshooting process. By aligning categories with the broader IT service management framePRrk, organizations can enhance reporting, identify recurring issues, and improve resolution strategies, ultimately leading to more efficient problem-solving and service improvement. | **Use Case** | **Solution** | | --- | --- | | Novatech Company frequently experiences recurring IT issues related to netPRrk connectivity, application performance, and hardware failures, making it difficult to prioritize and resolve problems efficiently. | Sandra an Application Administrator logs in to the application and navigates to the **Problem Module** > **Problem Masters** > **Category**. Here she creates a new categories such as "NetPRrk," "Application," and "Hardware" using right-click action and selecting **Create Root Node**. Further, create child nodes as "Cable", "license", "Hard Disk" within respective Root nodes. This categorization allows the IT team to prioritize issues based on category, identify trends, and focus resources on high-impact areas, improving resolution times and reducing the recurrence of problems. | ## Configure Category Configuring categories in Problem Management involves setting up a structured classification system to organize and manage problems effectively. This process is essential for streamlining the identification, prioritization, and resolution of issues within an IT environment. By defining specific categories organizations can group related problems, making it easier to recognize patterns and allocate resources efficiently. To configure Category in Problem, perform the following steps: 1. Log in to the Apex application as an Application Administrator. 2. Navigate to **Design Studio** > **Service Management > Problem Management** > **Configurations** > **Problem Masters** > **Category**. 3. Select **Tenant** from the dropdown list. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/2(31).png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D) Figure: Category - Tenant 4. List of configured Categories for the selected Tenant is displayed, along with option to create a new Category by performing right click action on the specific node. To view the pop-over message **Right click any node to perform actions**, hover inside the PR Category frame as displayed below. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/1(26).png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D)Figure: Category Tree 5. Right-click on any node to perform the actions. A list of Action items is displayed and the node is highlighted. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/3(18).png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D) Figure: PR Node Actions > [!NOTE] > Note > > If the **Create Root Node** is selected then **No** action is performed on the selected node. For more information on the node actions, refer to the following: **Create Root Node** Enable the Admin to **Create Root Node** as a new Category. Enter the Category Name in the **PR Category** field. Example: Software Licenses (Root Node) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/4(12).png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D) Figure: Root Node **Create Child Node** Enable the Admin to **Create Child Node** under the selected Root Node category. Enter the Category Name in the PR Category under the Root Node. **Example**: Software Licenses (Root Node) Power BI (Child Node) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/5(9).png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D) Figure: Child Node **Rename** Enable the Admin to **Rename** the selected Category. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/6(10).png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D) Figure: Rename **Deactivate** Enable the Admin to **Deactivate** the Category. Applicable for Root and Child Nodes. Right click and select **Deactivate**. Upon deactivating the Category, it is represented using the Orange vertical line. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/7(7).png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D) Figure: Deactivated Category **Activate** Enable the Admin to **Activate** the Deactivated Category. Right Click and select **Activate**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/8(8).png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D) Figure: Activate The activated Category is displayed as below. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/9(6).png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D) Figure: Activated Category **Set as Default** Enable the Admin to set the selected Category as Default. Right click and select **Set as Default**. Upon setting the Category as a default value, it is represented using the Green color vertical line. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/1(27).png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D) Figure: Set as Default **Remove as Default** Enable the Admin to Remove the Category as Default. Right click and select **Remove as Default**. Upon removing the Category as a default value, it displays as initial. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/9(6).png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D) Figure: Remove as Default **Add Icon** Enable the Admin to Add an icon to the Category. Right click and select **Add Icon**. Select and upload the file from your local directory. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/2(32).png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D) Figure: Add Icon **Add Description** Enable the Admin to add a description to the configured Category. Right click and select **Add Description**. Enter the details about the Category. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/desc.png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D) Figure: Add Description Hover on the Category to view the description. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/11(4).png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D) Figure: Category Description 6. Click **Save** to add the configured Category to the selected Tenant. Upon clicking **Cancel** you will be navigated to the Category configuration screen and **Reset** will erase the configuration you made and displays as the initial screen. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Glossary/image-1711452902289.png?sv=2026-02-06&spr=https&st=2026-11-11T16%3A41%3A11Z&se=2026-11-11T17%3A41%3A11Z&sr=c&sp=r&sig=6oo23RP6k9%2B%2BnEk8KK4EEID0xHQnO4OniPE9pLcwiSw%3D)