Page Comparison

This settings page will let you define categories and sub categories for created incident types. Select the incident type and click Add New to create a category. Click Add New under a category to create a sub category. Click the Edit button next to a category or sub category to add further details such as help text, priority, severity, and select a task list to be attached to it. The task list is used within the Tasks object (if included in the workflow) and can be used to auto populate a list of tasks for events of a particular category. 

• Filter categories by a particular incident type, by selecting the 'Incident Type' from the dropdown at the top.

• To expand the list of categories and sub categories, click on the Expand All button and to collapse the list, click on the Collapse All button at the top-right corner of the page.

To add a new category:

• STEP 1: If the category falls into an incident type, select the 'Incident Type' from the dropdown, if it's a general category do not select an 'Incident Type' from the dropdown.

• STEP 2: Click on the Add New button.

• STEP 3: Enter a category name and click the Save icon next to it.

To add a sub category to a category:

• STEP 1: Click on the + button to expand the category you wish to add the sub category to.

• STEP 2: Click on the Add New button. 

• STEP 3: Enter a sub category name and click the Save save icon next to it.

To enter more details for a category or sub category:

• STEP 1: Click on the Edit icon placed at the end of the category/sub category name.

• STEP 2: In the opened 'Category Details' page, enter 'Category Help Text' details to be displayed, select the 'Priority' from the dropdown, select the 'severity' by clicking on the Select button.

• STEP 3: Select a Task list from the dropdown that this category/sub category is to be attached to and click the New button next to it, to add the task list. See Incident Tasks section below, for viewing and adding tasks.

• STEP 4: Tasks created in the 'Incident/Event Task' section will list in a task grid to denote details of tasks: task name, mandatory/optional state, start/end date/time, timeframe, status, comments.

  • Pre-configured 'mandatory' tasks with be displayed in read-only checkboxes, while pre-configured 'optional' tasks will have editable checkboxes under the 'Mandatory' column. Tasks marked as 'optional' maybe changed to 'mandatory' by selecting the checkbox if required.

  • These tasks can be removed if needed, by clicking on the Delete button at the right corner of each task.

• STEP 5: Click the Save button at the top-right corner of the page to save details.

To edit the name or delete a category/sub category:

• STEP 1: Click on the category/sub category name.

• STEP 2: Click on the Save save icon to save name, or 'delete' icon to delete the category/sub category.