Previous Topic: Add a Change Category to a Service ContractNext Topic: Search Service Contracts


Add an Issue Category to a Service Contract

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

To create a new issue category for the service contract

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

    The Create New Issue Category page appears.

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

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

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

    The new issue category is listed on the Issue Categories tab.

To copy an existing issue category for the service contract

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

    The Issue Category Search page appears.

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

    The Issue Category List page lists the issue categories that match your search criteria.

  5. Select the issue category you want to copy.

    The Create New Issue Category page appears with the fields of the copied issue category filled in.

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

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

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

    The new issue category is listed on the Issue Categories tab.