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Learn how you can configure Service Request Response Categories |
What does this section cover?
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What are Service Request Response Categories?
Response Categories are used to classify a response into generic groups based on specific similar attributes that they share. Service Requests response categories are following a hierarchical tree structure.
Creating, Editing and Deleting Validations and Restrictions
Action | Restrictions | Additional Information |
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General |
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Delete |
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Categories attributes
Name | Description | |||||
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Name* | The name of the category | |||||
Description | The description of the category | |||||
Code* | The code of the category | |||||
Requires Customer Acceptance
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If specified, then the service request will require customer acceptance after a response is provided, in order to be able to temporarily or final resolved it | |
Parent | The parent of the category, unless the category is a root |
Categories Tree Structure
Action | Icon |
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View all categories (Parents and Children) | |
Close all categories and only view Parents | |
Parent Category with children | |
Child Category with no children |
Defining your own Categories tailored to your company's needs
- Navigate to category of the entity which is found in the Module Configuration section
- Click on Expand All to look at the tree structure and all available categories
Creating a new Category
Follow the steps below In order to add a new Category:
- From the Categories summary screen page click on "Add Category"
- Add Category modal opens where you can provide the required information
- 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 - Name
- Code
- Description
- Parent: You can search for existing categories to set as parents to the new category that you are adding
Click on "Save" to close the modal
Modifying a Category
Follow the steps below In order to modify an existing Category:
- Click on "Expand All" to see all the defined categories
- Click on the name of the category you would like to update
The Edit Category modal opens, where you can update the category information, change the parent, or remove the parent
When you are done click on "Save" to close the modal
Deleting a Category
Follow the steps below In order to delete an existing Category:
- Click on "Expand All" to see all the defined categories
- Check the box located at the left hand side of the category you would like to delete
Click on "Remove" found at the top of the tree structure
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