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  • Creating the category
  • Link a category to a template

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  1. Helpdesk

Creating ITIL Category

PreviousAdd changesNextAdd an external planning

Last updated 3 months ago

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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

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