Add a new subcategory from a change category

User Roles: System Administrator and Implementer

You can add a new subcategory directly from a change category. This reduces the number of access points required for you to have in order to create a subcategory. You can view a list of subcategories and their record details associated with the current category.

1. Click Change Management > Configuration in the System Navigator.
2. Click Change Categories > Search.
3. Select the Change Category for which you want to add a subcategory.
4. In the Change Category Definition page, click the Subcategories tab.
5. Click Add subcategory.
6. Type a subcategory name.
7. Type a description for the subcategory.
8. Click the Fill icon for the Company text box to associate one ore more company records with the subcategory.

9. Click Save to add the new subcategory.

   Service Manager creates the new subcategory and adds it to the 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