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Learn how you can configure Service Requests Categories

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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

ActionRestrictionsAdditional Information
General 
  • Multiple service request categories can exist in the system but each one should have a unique name and alternative code.
  • The allowed service request categories are specified on the activity types. 
Delete
    • Service request categories cannot be deleted if they are already used by service requests which:
      • Are still not completed 
        or 
      • If they are included in the list of allowed categories in one of the available service request types.
  • Deleted Service Requests categories are still visible on Service Requests which were created using those categories.

 

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Configuring Categories - Global
Configuring Categories - Global

 

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