Administration › Service Desk › Change Orders › Categories › Define Change Categories

Define Change Categories

You can assign change orders to categories so that default values defined for a category automatically appear in fields on new change orders. Defining categories lets you create change orders quickly.

Note: If multi-tenancy is installed, select the appropriate tenant from the drop-down list. The public (shared) option creates the object for all tenants.

To define a change category

1. On the Administration tab, browse to CA SDM, Change Orders, Categories.

   The Change Category List appears.

2. Click Create New.

   The Create New Change Category page appears.

3. Complete the fields as appropriate.
4. (Optional) Use the controls available on the tabs at the bottom of the page to configure the following features:

   Properties

   Defines custom properties to be applied to change orders, when assigned to this category.

   Workflow

   Attaches a workflow to specify a standardized sequence of tasks to be performed to resolve change orders assigned to this category.

   Note: To use the process viewer, you must associate a CA Workflow process to the change category.

   Auto Assignment

   Specifies how change orders in this category are auto assigned.

5. Click Save.

   The Change Category Detail page appears.

6. Click Close Window.

   The new change order category appears in the Change Category List when you refresh the list.

See Also

Change Category Fields

Add Properties to Change Categories

Attach a Workflow

Enable Auto Assignment