Request Category
Use this function to configure a category to associate with the request, such as application software, hardware or any aspect of the business that affects the corresponding request.
This function also enables classify changes, such as Inquiry, Incident, Software, Hardware, etc.
In the main window, click Admin > Request Management > Request Category. The Request Category window displays.
New Request Category
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1.
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From the Select Actions drop-down list, choose New Request Category. The New Request Category window displays. |
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2.
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Enter a Name and Description. |
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3.
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In the Color field, click in the field and choose a color from the picker OR type a 6-digit hex code. |
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4.
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When all selections/entries are made, click Add. |
Edit Request Category
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Not all functions include an option to edit record line items shown in the main window. |
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1.
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Navigate to the window containing the record to edit. |
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2.
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Click the line containing the record. The applicable window or dialog box displays. |
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3.
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Make the necessary modifications. |
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4.
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Click Save or Add, as applicable. |
Delete Request Category
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Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion. |
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1.
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Click the line that contains the item to delete. |
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From the Select Actions drop-down list, choose Delete. If a confirmation message is displayed, take the appropriate action (for example, click OK or Continue). |
Other Functions and Page Elements
