Additional Settings

Now that the base areas of configuring your Categories have been covered, you can repeat the processes for each folder that you set up within your system. Be sure to specify the Process Type so that each set of categories you configure functions independently within the various folders.

You may notice that there are a number of settings within Category management that have not been discussed, so here are some brief descriptions of their functionalities. This should give an idea of the additional capabilities that you can enable within your system, however, always contact House-on-the-Hill if there is an area you are not sure about before making any changes to your system.

Sort Order

sort order

Workflowworkflow actions

Category Defaultscategory defaults

Automatic E-Mail Templatesauto email template

Escalationescalation: define assignee

If you require further assistance with your Category configuration and Service Level Management, please get in touch at