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Configure problem categories

Configure problem categories

The administrator can customize the problem form to include a category field and can configure the categories to use. The problem category can be used for monitoring and reporting problems.

Before you begin

Role required: admin

About this task

The administrator performs the following tasks to configure problem categories.


  1. Configure the Problem form to include a new choice field called Category.
    For information about adding a field to a form, see Add a new field to a table.
  2. Configure the category choices.
    For information about configuring choices, see Define an option for a choice list.
  3. Socialize the use of problem categories with fulfillers and managers to ensure you get the results you expect.