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.

Related topics

Change Management configuration

Configuring Change Management categories

Processes and Best Practices

Create a change category or task category

Add a new subcategory from a change category