SummitAI Service Management Help

Contents
Service Portfolio Management
Analysts
Creating Service Portfolio Records (SPRs)
Administrators
Configuring Category
Configuring Classification
Configuring Portfolio Record Approver
Configuring Priority Matrix
Configuring Risk
Configuring Impact_SPM
Configuring Urgency
Configuring Priority

You can add and modify Classification details for Service Portfolio Records (SPRs) under a Tenant.

To configure Classification:

Select Portfolio > Configuration > Classification.
On the CLASSIFICATION page, select the Tenant. A list of all the configured Classifications for the selected Tenant is displayed under the DETAILS section.

Figure: CLASSIFICATION page

Note:

The Green color indicates a default Classification value.
The Red color indicates an inactive Classification value.
The Yellow color indicates a new Classification value.

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

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

4. Click SUBMIT to save the changes.

ACTIONS

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

EXPAND ALL

Click EXPAND ALL to expand all the configured classifications.

To display the inactive Classification values, click the Include Inactive check box.

Note:

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

Release Notes | Installation Guide | Other Documents