Creating Categories

Service Requests can be grouped into defined Categories

• A specific Department or User Group can be defined as a Category, for example

To Create and associate a Category:

• Click the small Create text in the Top Left-Hand Corner of the Self-Service Main Page

• The New Category page will display with the following options:
  • Name
    • Best Practice is to choose a naming convention that will help to refine the Service Request Filtering Query
  • For example, naming a Category "Important/Saturday" would allow "Saturday" to be used as the Category Filter
  • Color
  • Service Requests
    • Select the Service Requests desired to be assigned to the New Category

• Once the Category is created, previously unassigned Service Requests can now be assigned to a preferred Category