Create a change category or task category

User Roles: System Administrator

You can create new category records either by copying and modifying an existing record or by creating a new one. Service Manager provides out-of-box category records that you can use or modify.

To create new category record, follow these steps:

1. Navigate to Change Management> Configuration > Change Categories or Task Categories.
2. Click New.
3. Type the name of the category.
4. Type a category description.

5. In the Availability field, type true.

   Note If you type false, the category will not be available to select from the category list when you open or update a change.

6. Select a workflow for the category.
7. Select a template for the category if required.

8. Optionally,select the Assign number before commit? check box so that Service Manager assigns an identification number .

9. Click Save to view the Workflow tab and other associated tabs.
10. For change category, click the Subcategories tab to create subcategories for the change category.

11. For task category, click the Available Phases tab and select one or more change phases from the drop-down list to associate the task category with the change phases. The newly created task category definition will be applied to the change workflow phases.

    If you leave Available Phases blank for a task category, you can use this task category in all change phases.

    Note The list of available phases is retrieved from all of the change workflows.

12. Click Save.

    Note To delete the category, click Delete.

Related topics

Change Management configuration

Configuring Change Management categories

Processes and Best Practices

Add a new subcategory from a change category