Add a subcategory to a request category

Security Role: Request Manager

Request subcategory specifies the second level of classifying a Service Request. You can add a new subcategory to a request category directly. Additionally, you can view a list of the subcategories that are associated with the current category, together with the record details for each subcategory.

In the out-of-box system, the following subcategories are available for the “Generic Request” category:

• Employee Off-boarding
• Employee On-boarding
• Hardware
• Others
• Request for Administration
• Request for Access
• Request for Information
• Software

The following subcategory is available for the “Order” category :

• Order

To add a new subcategory for a request category, follow these steps:

1. Click Request Fulfillment > Configuration in the system navigator.
2. Click Request Categories > Search.
3. Select the request category to which you want to add a subcategory.
4. Under the Subcategories tab, click the Link New Subcategories button.
5. Type a name for the new subcategory.
6. Type a description for the subcategory.

7. Clear the Active check box if you do not want the new subcategory to appear in the subcategory list. If you clear the Active check box, this subcategory cannot be used in request records.

8. Click Save to add the new subcategory.

Related topics

Request Fulfillment configuration

Create a request category