Add ITIL Category#
Creating the category#
- From
configuration
>titles
, enter ITIL in the search box. - Click on
ITIL category
.
- Click on
add
. - Enter the necessary information
Title | Data |
---|---|
Name | Name of the category visible from the ticket interface |
Comments | Comment visible from the standard interface |
As a child of | Possible dependency |
Technician in charge of the hardware | Technical manager can be assigned automatically if required |
Group in charge of the hardware | Technical group can be automatically assigned as required |
Knowledge base | Link to a knowledge base article |
Code representing ticket category | Internal code for ITIL categories |
Visible in the simplified interface | Visible or not from the simplified interface |
Visible for an incident | Visible or not for an incident |
Visible for a request | Visibility or not for a request |
Visible for a problem | Visibility or not for a problem |
Visible for a change | Visible or not for a change |
Template for a request | Link a request template |
Template for an incident | Link an incident template |
Grandfather for a change | Link a change template |
Problem template | Link a problem template |
Note on visibility
Visibility indicates whether the category will be selectable from the assistance interface. If it is set to no
, the category will be visible but not selectable. For example, to limit the selection of root categories and force users to refine their request by selecting a child category (rather than software
choose software
> email
).
Note on templates
Templates can be used to simplify the interface with users. For example, you can pre-fill fields, hide some or force others to be filled in. See the chapter on Add templates
.
- Once your category has been created, click on
add
.
Link a category to a template#
- For linking a category to a template and, for example, when a user selects the ITIL category
mailbox
, the template loads its content to the ticket, read here