Categories

You can assign change orders to categories so that default values defined for a category automatically appear in fields on new change orders. Defining categories lets you create change orders quickly.
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HID_Categories
Change categories allow you to define default values that are entered automatically on change order tickets assigned to the category.
Define Change Categories
You can assign change orders to categories so that default values defined for a category automatically appear in fields on new change orders. Defining categories lets you create change orders quickly.
If multi-tenancy is installed, select the appropriate tenant from the drop-down list. The public (shared) option creates the object for all tenants.
To define a change category,
follow these steps:
  1. On the Administration tab, browse to CA SDM, Change Orders, Categories.
    The Change Category List appears.
  2. Click Create New.
    The Create New Change Category page appears.
  3. Complete the fields as appropriate.
  4. (Optional) Use the controls available on the tabs at the bottom of the page to configure the following features:
    Properties Defines custom properties to be applied to change orders, when assigned to this category. Workflow Attaches a workflow to specify a standardized sequence of tasks to be performed to resolve change orders assigned to this category. Note: To use the process viewer, you must associate a CA Workflow process to the change category. Auto Assignment Specifies how change orders in this category are auto assigned.
  5. Click Save.
    The Change Category Detail page appears.
  6. Click Close Window.
    The new change order category appears in the Change Category List when you refresh the list.
Change Category Fields
The following fields appear on the Create Change Category, Change Category Detail, and Update Change Category pages:
Symbol
(Required) Defines an identifier for the category. This is a required field.
Code
(Required) Defines the internal code for the category. This is a required field.
Type
Defines the level at which change orders are implemented within an organization.
Record Status
(Required) Indicates whether this database record is active or inactive. You can select a value from the drop-down list.
CAB
Specifies the group that is responsible for reviewing Requests for Changes (RFCs). The CAB provides multiple perspectives necessary to ensure proper decision making about implementing changes. The CAB can include members from the application team, development manager, component owner, QA, support, and any additional parties deemed necessary. You can enter the value directly or click the search icon to search for the group.
Organization
Identifies the company, division, or department that is associated with the change category. Enter a value directly or click the search icon to search for an organization.
Group
Identifies the group that is responsible for the record. Your system administrator defines groups of contacts that are responsible for different types of issues, requests, incidents, change orders, and so on. Any individual contact assigned to the group can handle the task once it is assigned to the group. Enter a value directly or click the search icon to search for a group.
Assignee
Identifies the person assigned to the record. Enter a value directly or click the search icon to search for a contact.
Service Type
Defines the level of support service received by the contact affected by the change order. For example, some users may have contracted for 24-hour support, while others might receive on-site training. Enter a value directly or click the search icon to select a defined service type.
Survey
Identifies the defined survey associated with this record. Enter a value directly or click the search icon to search for a survey.
Risk Survey
Indicates the defined risk for change orders associated with change categories.
Children Allowed
Allows change orders assigned to this category to have subordinate issues. Organizes issues into a hierarchy of parent-child relationships to divide large issues into smaller, more manageable issues.
Self-Service Include
Displays this category in the self-service interface.
Self-Service Symbol
Defines a unique identifier for this category in the self-service interface.
Description
Gives a detailed description of the record.
Last Modified Date
Displays when the record was last modified, in the time zone of the server. This field is read-only, and is filled automatically each time the record is updated.
Last Modified By
Displays the name of the contact who last updated this record. This field is read-only, and is filled automatically each time the record is updated.
Service Contract
Identifies the service contract name associated with this record.