Defining global navigational categories

All administrators have access to Global categories. If you have Unrestricted access, you can see all companies on your BMC Remedy AR System server in the Select Company list. Otherwise, you can see only Global and the company to which you have access.

To define global navigational categories

1. From the Application Administration Console, click the Custom Configuration tab.
2. From the Application Settings list, choose Service Request Management > Navigational Categories > Category Management, and click Open.
3. To create a global Category 1 record, follow these steps:
   1. Click Add.
       New Category appears in the Categories tree.
   2. Select New Category from the tree.
   3. Enter a Category Name (for example, Hardware).
   4. (Optional) Add a brief description of the category. In addition, you can enter any value that can be read by a browser, such as an hyperlink to a web page. See Adding-hyperlinks-in-an-SRD.
   5. (Optional) Click Change Image to select an image. See Configuring-service-request-images.
   6. Select the status of the navigation category (for example, Active).
       The status determines if the category is available on other forms (for example, the Request Entry console or the SRD Qualification for Entitlement).
   7. Click Apply to add the category details to the tree.
4. (Optional) To add additional Category 1 records, select Categories at the top of the tree, and click Add.
    Repeat step 3b through step 3g until you finish adding Category 1 records.
5. (Optional) To create a Category 2 record in the tree:
   1. Select the Category 1 record, and click Add.
   2. Enter a category name (for example, Printer) and a description.
6. (Optional) To create a Category 3 record in the tree:
   1. Select the Category 2 record, and click Add.
   2. Enter a category name (for example, Xerox Laser Printer) and a description.

To delete categories

To delete a category, select the category to delete, and click Delete.