This documentation supports the 9.1 version of Remedy IT Service Management Suite.

To view the latest version, select the version from the Product version menu.

Configuring categorization settings for change templates

The values you configure in a change template's Categorization tab are used to add information to the operational and product categorization sections of the Classification tab in the Infrastructure Change Request form.

  • Operational categorization is based on a three-tier hierarchy defined in the Operational Catalog Setup form. The Operational Categorization Selection settings add information to the operational categorization fields in the Classification tab of the Change Request form.
  • Product categorization is based on a five-tier hierarchy defined in your Product Catalog Setup form. The Product Categorization Selection settings add information to the product categorization fields in the Classification tab of the Change Request form.
    See Access point for the Product and Operational Catalog custom configuration and What is operational catalog information?.

To configure categorization settings

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, choose Change Management > Template, then click Open. The Change Template form appears.
  3. Click the Categorization tab.
  4. Select the appropriate operational categorizations for Tier 1, Tier 2, and Tier 3. Here you configure the three-tier hierarchy defined in your operational catalog.
  5. Select the appropriate product categorizations for Tier 1, Tier 2, Tier 3, Product Name, and Model/Version. Here you configure the five-tier hierarchy defined in your product catalog. If you do not see the appropriate product, continue to make selections in product categorization until you see the appropriate product.
  6. Click Save.
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