Creating a new category

If you are an HPE Service Manager Administrator, you may want to create new change or task categories. You can create new category records by copying and modifying an existing record, or by creating a new record. Service Manager provides default category records that you can use or modify. The simplest way to create a new change or task category is to copy an existing record.

Creating a new change or task category may require that you create additional Service Manager components. Required tasks may include:

  • Design a new form
  • Add new fields to the database dictionary
  • Create necessary Link records
  • Create necessary Format Control records
  • Create Approval and Member (Reviewer) groups
  • Define alerts and associate any alert conditions with the phase definitions for the category you create
  • Create necessary scripts