Configuring Priority Matrix PM

Owned by Enterprise IT
Apr 23, 2024

SummitAI Service Management Help

Problem Management

What is Priority Matrix?

You can configure the Priority Matrix for the selected combination of Risk, Impact, and Urgency. For the defined Priority Matrix, the Priority value is auto-populated under the General tab of a Problem Record (PR).

To configure Priority Matrix:

  1. Select Problem > Configuration > Priority Matrix.
  2. On the PRIORITY MATRIX page, click ADD NEW on the ACTIONS panel.
  3. Select the Tenant and type in the new Priority Matrix details. For information about the fields on the PRIORITY MATRIX page, see Field Description.
  4. Click SUBMIT. A new Priority Matrix is configured.

    PRIORITY MATRIX page
    Figure: PRIORITY MATRIX page

Field Description

The following table describes the fields on the PRIORITY MATRIX page:

Field

Description

DETAILS

Matrix Type

Select the matrix type by which you want to configure the Priority Matrix: Impact/Urgency, Cost, CI Criticality, and Source. Based on this selection, appropriate fields are displayed on this page that you need to configure.

Priority

Select the Priority from the list.

Active

Indicates the status set for the Priority Matrix.

  • If selected, the Priority Matrix becomes an available option on the other pages of the application.
  • If not selected, the Priority Matrix becomes an inactive value. The inactive Priority Matrix values are not displayed in the Priority Matrix list on the other pages of the application.

ACTIONS

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

Filters

Click Filters to specify a particular filter criteria to display the Priority Matrixes. On click the Filters icon, the FILTERS pop-up page is displayed. Select a value from the Matrix Type list and click SUBMIT.

FILTERS pop-up page

Figure: FILTERS pop-up page

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Priority Matrixes configured for the selected Tenant and the Matrix Type.

Figure: PRIORITY MATRIX page: List of Priority Matrix values

Priority Matrix ID column in the LIST table displays the ID associated with every configuration.

  • To edit a Priority Matrix value, click the configured Impact value. Make appropriate changes and click SUBMIT.
  • To display the inactive Priority Matrix values, click the Include Inactive check box.

Note:

When the Priority Matrix values are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to add a new Priority Matrix value.

References