Add a new subcategory

User Roles: System Administrator

Subcategories are a way to divide a Change Category into smaller groups. For example, the Hardware category can have the Install Hardware and Move Hardware subcategories.

To add a subcategory, follow these steps:

  1. Click Change Management > Configuration in the System Navigator.
  2. Click Subcategories.
  3. Type a category name in the Category text box.

    Or

    Click the Fill Field Category icon to select a change category.

  4. Type the subcategory name in the Subcategory text box.
  5. Type the subcategory description.
  6. Click the Fill Field icon in the Company text box to associate a company record with the subcategory.
  7. Click Save to add the new subcategory of a change category.