How to create a category

1. From the main menu, select Administration > Master Data > Categories.

2. Add a top level category:

   1. Click New Category at the top of the Category column.

      Service Management displays the New Record Category dialog box.

   2. Type a suitable name for the category.

      Note You must give each category a unique name.

   3. Clear the Active check box if you do not want to make the category available to users.

      Note The default setting for a new category is Active.

   4. Click Save or Save & add another as appropriate.

3. Add a subcategory:

   1. Select the category to which the new subcategory belongs.

      Example: if you want to add the subcategory User identities to the Access category, select Access.

   2. Click New Subcategory at the top of the Subcategory column where you want the subcategory to go.

      Service Management displays the New Record Category dialog box.

   3. Type a suitable name for the category.

      Note You must give each category a unique name.

   4. Clear the Active check box if you do not want to make the category available to users.

      Note The default setting for a new category is Active.

   5. Click Save or Save & add another as appropriate.

Related topics

• How to edit categories

• How to view categories