Configuring Classification for PM

Owned by Enterprise IT
May 29, 2024
2 min read

SummitAI Service Management Help

Problem Management

What is Classification?

A Classification is the nature of the Problem Records (PRs) created by the Problem Managers or users with required access in an organization. You can add and modify Classification details for a Tenant.

To configure Classification:

  1. Select Problem > Configuration > Classification.
  2. 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.
  • The Red color indicates a inactive Classification.
  • The Yellow color indicates a new Classification.
  • Before Classification name, the Classification ID associated with every configuration is displayed.

         3. Right-click on any of the configured Classifications, 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.
    • Deactivate: Click this option to deactivate a Node/Classification.

    • Set as Default: Click this option to set a Node/Classification as default Node/Classification.

      Note:

      Emojis are supported for Problem Management module.

 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 Classifications, 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.