What does this section cover?

What are Service Requests  Categories?

Service Request categories are used to classify service requests into generic groups based on specific similar attributes that they share. Service Request categories are following a hierarchical tree structure. 

Creating, Editing & Deleting Validations & Restrictions

  Include PageConfiguring Categories - GlobalConfiguring Categories - Global

Categories attributes 

Categories Tree Structure

Action	Icon
View all categories (Parents and Children)	Image Added
Close all categories and only view Parents	Image Added
Parent Category with children	Image Added
Child Category with no children	Image Added

Defining your own Categories tailored to your company's needs

1. Navigate to category of the entity which is found in the Module Configuration section
2. Click on Expand All to look at the tree structure and all available categories

3. Creating a new Category

   Follow the steps below In order to add a new Category

   1. From the Categories summary screen page click on "Add Category"
   2. Add Category modal will open where you will provide the required information
      1. Parent: You can search for existing categories to set as parents to the new category that you are adding.
         If you don't add anything then the new category will be added as a Parent
      2. Name
      3. Code
      4. Classification
      5. Description
   3. Click on "Save" to close the modal
      
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4. Modifying a Category

   Follow the steps below In order to modify an existing Category:

   1. Click on "Expand All" to see all the defined categories
   2. Click on the name of the category you would like to update

   3. The edit Category modal will open, where you can update the category information, change the parent, or remove the parent

   4. When you are done click on "Save" to close the modal
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5. Deleting a Category

   Follow the steps below In order to delete an existing Category:

   1. Click on "Expand All" to see all the defined categories
   2. Click in the checkbox located at the left hand side of the category you would like to delete

   3. Click on "Remove"  found at the top of the tree structure
      Image Added