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Creating category type records

You can use a category type to group a number of related categories together.

To create a category type

  1. Click the Remedyforce Administration tab.
  2. On the Home page, click the Configure Application tile, and from the menu select Category Types.
  3. In the category types list view, click New.
  4. In the Category Type field, type a name for the category type.
  5. In the Supporting Information section, click the Categories tab.
    1. On the Categories tab, click Actions > Add.
    2. In the Categories window, create the category that you want to add to this category type.
    3. Click Save.
      The Categories window closes, and the category appears in the Categories tab.
  6. Click Save.
  7. (Optional) To designate the current record as inactive, select the Inactive check box.
    For example, the category type of USB drives is no longer applicable because the account has banned the use of USB drives on the network due to security issues.

    Note

    Records marked as inactive are not included in any search performed on the database.

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