Add a phase to a category

You can add a phase to a change category or a task category by choosing from a predefined list of available phases, or define your own phase.

To add a phase to a category, follow these steps:

1. Click Change Management.

2. Do one of the following:

   • Click Changes > Change Categories.
   • Click Tasks > Task Categories.
3. Use search or advanced search to find one or more records.
4. Click the Category record that will have a new phase.
5. Locate the Change Phase array. Insert the cursor in the next blank row, click the arrow, and select a new phase. Alternatively, you can type in the name of a new phase, and define it later.
6. Click Save.

7. If you typed in a name of a new phase, HPE Service Manager prompts you to create a new Phase record. Click Yes.

   1. Service Manager displays a new phase record that uses a standard default record with the name you specified for the new Phase record.
   2. Type a description for the new phase in the Description field.
   3. Modify fields on the other tabs as necessary.
   4. Click OK.
   5. Click Continue.
8. Click OK.

The graphic workflow shows the new phase added to the category.