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Define Issue Categories

Issues can be assigned to categories so that default values defined for a category automatically appear in fields on new issues. Defining categories lets you quickly create issues.

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 an issue category

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

    The Issue Category List appears.

  2. Click Create New.

    The Create New Issue 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 apply to issues assigned to this category.

    Workflow

    Attaches a workflow to specify a standardized sequence of tasks to resolve issues assigned to this category.

    Auto Assignment

    Specifies how issues in this category are auto assigned.

  5. Click Save.

    The Issue Category Detail page appears.

  6. Click Close Window.

    The new issue category appears in the Issue Category List when you refresh the list.

See Also

Issue Category Fields

Add Properties to Issue Categories

Attach a Workflow

Enable Auto Assignment