Configuring Category

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

SummitAI Service Management Help

Contents
Knowledge Management
End Users
Knowledge Dashboard
Analysts
Viewing List of Knowledge Records_KRs
Adding Knowledge Records (KRs)
Authorizing Knowledge Records (KRs)
Approving Knowledge Records (KRs)
Publishing Knowledge Records (KRs)
Administrators
Configuring Category
Configuring Classification
Configuring Knowledge Record Approvers
Configuring Reasons
Configuring External Websites
Configuring Custom Fields For Knowledge Management
Configuring Knowledge Management Module
Viewing Reports_KM
Feedback Report

Least Viewed KRs Report

KB Status Report

What is a Category?

A Category is a group, representing the type of a Knowledge Record (KR). The KRs are grouped based on these Categories. You can add and modify Category details for a Tenant.

To configure Category:

  1. Select  Knowledge > Configuration > Category.

  2. On the CATEGORY page, select the Tenant. A list of all the configured Categories for the selected Tenant is displayed under the DETAILS section.

CATEGORY page
Figure: CATEGORY page

Note:

  • The Green color indicates a default Category.
  • The Red color indicates a inactive Category.
  • The Yellow color indicates a new Category.

3. Right-click on any one of the configured Categories, a pop-up list with the following options is displayed:

    • Create Root Node: Click this option to create a new Root Node/Category. A new Node/Category is created at the top of the configured Node/Category list.
    • Create Child Node: Click this option to create a Child Node/Category. A Child Node/Category will be created for the Node/Category on which you have right clicked.
    • Rename: Click this option to rename a Node/Category.
    • Deactive: Click this option to deactivate a Node/Category.
    • Set as Default: Click this option to set a Node/Category as Default Node/Category

4. Click SUBMIT to save the changes.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CATEGORY page.

EXPAND ALL

Click EXPAND ALL to expand all the configured Categories. To display the inactive Categories, click the Include Inactive check box.

Note:

When the expanded Category list is displayed under the DETAILS section, the COLLAPSE ALL action is displayed on the ACTIONS panel. Click COLLAPSE ALL to collapse the Category list.