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Add a Change Category to a Service Contract

You can create one or more new change categories to associate with this service contract.

To create a new change category for the service contract

  1. Select the Change Categories tab on the Service Contract Detail or Update Service Contract page.
  2. Click Add New Change Category.

    The Create New Change Category page appears.

  3. Fill in the fields as appropriate to define the area.
  4. Click Save.

    The change category definition is saved and the Change Category Detail page appears, with the name of the associated contract in the Service Contract field.

  5. Close the Change Category Detail page and return to the Service Contract Detail page.

    The new change category is listed on the Change Categories tab.

To copy an existing change category for the service contract

  1. Select the Change Categories tab on the Service Contract Detail or Update Service Contract page.
  2. Click Copy Existing Change Category.

    The Change Category Search page appears.

  3. (Optional) Complete one or more search fields to filter your search.
  4. Click Search.

    The Change Category List page lists the change categories that match your search criteria.

  5. Select the change category you want to copy.

    The Create New Change Category page appears with the fields of the copied change category filled in.

  6. (Optional) Update the fields as appropriate for the new change category.
  7. Click Save.

    The change category definition is saved and the Change Category Detail page appears, with the name of the associated contract in the Service Contract field.

  8. Close the Change Category Detail page and return to the Service Contract Detail page.

    The new change category is listed on the Change Categories tab.