Configuring Category for CM

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Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment
2 min read

SummitAI Service Management Help

Change Management

You can configure a Category for Change Records on the CATEGORY page. The configured Category is available in the Category drop-down list of the NEW CHANGE RECORD page.

To configure a Category:

  1. Click Change > Configuration > Category.
  2. Click ADD NEW. The CATEGORY page is displayed.

  Category page.

          Figure: Category page

 3. Select the Tenant and specify the Source Category Type from the Source Category drop-down list. Specify a name for the Category in the Category text box. If you select the Active check box, the Category becomes an available option in the Category list on the other pages of the application.

ACTIONS

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

SHOW LIST

Click SHOW LIST to display the list of all configured Change Categories for a Tenant.


Figure: CATEGORY List page

  • To edit a Category, click the name of the Category. Make the required changes and click SUBMIT.
  • To display the inactive Categories, select the Include Inactive check box.

Note:

When the Categories are displayed in a list, ADD NEW is displayed on the ACTIONS panel. Click ADD NEW to configure a new Category.