Administration › Service Desk › Change Orders › Categories › Update a Change Category

Update a Change Category

You can edit a change category that has already been created. Change orders can be assigned to categories so that default values defined for a category automatically appear in fields on new change orders. Defining categories allows you to quickly create new change orders.

Note: When you update a category, not all change orders currently assigned to that category are affected. Your changes only affect change orders assigned to the category after it was updated.

To update a change category

1. On the Administration tab, browse to Service Desk, Change Orders, Categories.

   The Change Category List appears.

2. Select the change order category to edit.

   The Change Category Detail page displays.

3. Click Edit.

   The Update Change Category page displays.

4. Edit the fields as appropriate.

   See Change Order Category Fields for field definitions.

5. (Optional) Use the controls available on the tabs at the bottom of the page to configure the following features:

   Properties

   Allows you to define custom properties to be applied to change orders assigned to this category. For more information see Add Properties to Change Categories.

   Workflow

   Allows you to attach a workflow, to specify a standardized sequence of tasks to be performed in order to resolve change orders assigned to this category. For more information see Attach a Workflow.

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

   Auto Assignment

   Allows you to specify how change orders in this category are automatically assigned. For more information see Enable Auto Assignment.

6. Click Save.

   The Change Category Detail page displays a successful save message.

7. Click Close Window.

   The updated change category appears in the Change Category List when you redisplay the list.