Problem Category
Use this function to configure a category for the change being associated, such as CI, Application Software, Hardware or any aspect of the business that a change affects.
In the main window, click Admin > Problem Management > Problem Category. The Problem Category window displays.
New Problem Category
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From the Select Actions drop-down list, choose New Problem Category. The New Problem Category window displays. |
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Enter a Name and Description for this category. |
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To upload an image, next to Category image, click Upload, search for and select an image, then click OK. |
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When all selections/entries are made, click Add. |
Add a Problem SubCategory
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Click the line item to open the category type window. |
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Click SubCategory. A list of all existing subcategories displays. |
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Click New Problem SubCategory. |
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Enter a Name and Description. |
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When all entries are made, click Add. |
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To delete the SubCategory, click the Delete button. |
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In the SubCategory window, you can also personalize the columns. save filters, export the details, or delete the information (see warning about deleting). |
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Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion. |
Edit Problem Category
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Not all functions include an option to edit record line items shown in the main window. |
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1.
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Navigate to the window containing the record to edit. |
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Click the line containing the record. The applicable window or dialog box displays. |
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Make the necessary modifications. |
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Click Save or Add, as applicable. |
Delete Problem Category
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Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion. |
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Click the line that contains the item to delete. |
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From the Select Actions drop-down list, choose Delete. If a confirmation message is displayed, type Delete and click Deleteto confirm. |
Other Functions and Page Elements
