Defining company navigational categories
You can create up to three levels of company navigational categories, which appear in the Request Entry console when a user clicks Browse Catalog.
You can create a combination of global and company navigational categories, and later interleave these categories together. For example, you can insert a company category between two global categories. You can add company Category 2 or Category 3 records under global categories, but you cannot add global categories under company categories.
To define company navigational categories
- From the Application Administration Console, click the Custom Configuration tab.
- From the Application Settings list, choose Service Request Management > Navigational Categories > Category Management, and click Open.
The Category form appears in New mode. The global categories you previously created (for example, Software, Hardware, and so on) appear in the category tree. - To create a company Category 1 record:
- From the Select Company field, select your company (for example, Calbro Services).
- Select Categories at the top of the tree.
- Click Add.
- Select New Category from the tree.
- Enter a Category Name (for example, Calbro Services Computers).
If you want to enter the greater than (>) or less than (<) sign in the Category Name field, use encoded text (> for >, and < for <); otherwise, browsers will interpret the greater than and less than signs as valid HTML markup if the category name is included in a URL. - (Optional) Add a brief description of the category and change the image.
To add a new image to the list of available images, see Configuring service request images. The image should be 48x48 pixels. - Select the status of the navigational category.
- Click Apply to add the category details to the tree.
- Add additional Category 1 records, until you finish adding your Category 1 records.
- To create a Category 2 record in the tree:
- Select the Category 1 record.
The Category 1 records can be either global or company-specific. - Click Add.
- Enter a category name (for example, PC) and a description.
- Select the Category 1 record.
- To create a Category 3 record in the tree:
- Select the Category 2 record.
The Category 2 records can be either global or company-specific. - Click Add.
- Enter a category name (for example, Ubuntu) and a description.
- Select the Category 2 record.
To delete a category, select the category to delete, and click Delete.
To delete a parent Category 1 record, you must first delete the children Category 2 and Category 3 records.Important
You cannot delete a navigational category that is currently used with an SRD. You must first select a different category for the SRD or delete the SRD. Then, you can delete the category.
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