What is a category?

HPE Service Manager uses the category to which a record is assigned to determine what work needs to be performed in order to close an interaction. For example, a service interruption logged in the incident category could have a different workflow than a service catalog request category interaction. The steps to manage and resolve the incident category interaction may differ from the steps for a service catalog request category interaction.

The category of the interaction determines which Process Designer workflow the interaction uses, and the workflow determines which forms and required fields are displayed. In addition, the category of the interaction determines which Service Manager process is invoked when you escalate an interaction. Categories of the complaint or compliment type are handled entirely as other types of interactions; however, you cannot escalate these interactions.

Note Your organization may have customized many workflows to handle interactions, and may also have applied different service agreements to those workflows.