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Adding a category or subcategory


Role Required: admin.

To add an Incident category or subcategory, please complete the following steps:

  1. Navigate to System Definition → All tables.
  2. In the Name field type 'incident' to filter the tables containing this word.
  3. Click on the 'incident' table.
  4. Scroll the page down to the 'Column' tab.
  5. Find the row containing the column name where you want to create a new option, and click on the table name in that row.
  6. Click New and fill in the form:
    1. Hint - brief hint for the category. This field is not mandatory.
    2. Value - the stored category or subcategory name.
    3. Table - the table where the category will be stored. Please select 'Incidents'.
    4. Column - the column where the category will be stored. Consider using 'category' for the category or 'subcategory' for the subcategory. This field fills automatically.
    5. Title - the displayed category name.
    6. Order - here you can specify the category position in the choice list.
  7. Click Save.

Deleting a category or subcategory


Role Required: admin.

To delete an Incident category or subcategory, please complete the following steps:

  1. Navigate to the System Definition → All tables.
  2. In the Name field type 'incident' to filter the tables containing this word.
  3. Click on the table 'incident'.
  4. Scroll the page down to the 'Column' tab.
  5. Find the row containing the column name where you want to delete an option, and click on the table name in that row.
  6. Find the category or subcategory you want to delete and click on it.
  7. Click the Delete form button at the top of the page to delete the category or subcategory.
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