Categories

Review Category Hierarchy and add or delete sub-categories.

Registry TOC

Table of Contents

  1. About Categories
  2. Navigate Category Hierarchy
  3. Add Sub Category
  4. Modify Category
  5. Delete Category

About Categories

The Policy Manager default installation includes a default category hierarchy that includes industry specific and custom category schemes. Category schemes must be defined before they can be added to the category hierarchy (see Add Category Schemes).

To view the categories summary, including a browse-able Category Hierarchy, in the Management Console, go to Configure > Registry and then click the Categories tab.

back to top

  1. Go to Configure > Registry.
  2. Click on the Categories Tab.

    The Categories Summary screen displays.

Notes:

  • The Category Hierarchy tree is used to structure the defined category schemes. These Category Schemes are associated with business providers or services to facilitate the discovery process.
  • Each element in the Category Hierarchy is attached to one or more elements directly below it.
  • The top of the Category Hierarchy is referred to as the root.
  • Each Category Scheme included in the Category Hierarchy is considered a branch.
  • Clicking a Category Scheme reveals its subcategories.
  • You can drill down into the sub-levels to view the information and how it is organized.
  • Subcategories at the very bottom (with no elements below them) are called leaves.

back to top

Add Sub Category

The process of building your category taxonomy involves defining a standard set of subcategories—referred to as topics. After your standard set of topics are defined, you can sub-categorize your topics (referred to as subject categories). There are a variety of different industry-based categorization templates and guidelines pertaining to development of category taxonomies that are useful reference points.

To build a category taxonomy using the Registry Categories feature, you must define a Key Name and Key Value for each subcategory (or subject category) definition. The Key Name represents the subcategory name that will display in the Category Hierarchy. The Key Value is the internal system reference name of the subcategory.

Note: Updating the default set of category schemes is not recommended and not supported. Akana advises against any modifications since it may impact the functionality of the product. This includes the industry-focused set of category schemes, and the Service Manager category schemes.

After you have the necessary information, follow the steps below.

To add a sub-category
  1. Go to Configure > Registry.
  2. Click on the Categories Tab.

    The Categories Summary screen displays.

  3. Navigate the category hierarchy to view existing category groupings and perform an analysis to determine placement of your custom category schemes:
    • Select one of the category scheme names and double-click the link.

      One or more subcategories will be displayed.

    • Double-click on a subcategory to display additional levels.
    • Continue this process until you have targeted the desired placement position for your sub-category.
  4. Click Add Sub-Category.

    The Add Category screen displays.

  5. Enter a Key Name associated with the subcategory you wish to add.
  6. Enter a Key Value associated with the subcategory you wish to add.
  7. Click Apply.

    The system writes the category information to the Category Hierarchy.

back to top

Modify Category

The process of modifying a subcategory involves selecting the category line item in the Category Hierarchy, selecting Modify Category and updating the Key Name and Key Value based on your requirements.

  1. Go to Configure > Registry.
  2. Click on the Categories Tab.

    The Categories Summary screen displays.

  3. Navigate the category hierarchy to locate which existing category you want to modify:
    • Select one of the category scheme names and double-click the link.

      One or more subcategories will be displayed.

    • Double-click on a subcategory to display additional levels.
    • Continue this process until you have located the (sub-)category you wish to modify.
  4. Click Modify Sub-Category.

    The Modify Category screen displays.

  5. Update the (sub-)category's Key Name.
  6. Update the (sub-)category's a Key Value.
  7. Click Apply.

    The system writes the category information to the Category Hierarchy.

back to top

Delete Category

  1. Go to Configure > Registry.
  2. Click on the Categories Tab.

    The Categories Summary screen displays.

  3. Navigate the category hierarchy to locate which existing category you want to delete:
    • Select one of the category scheme names and double-click the link.

      One or more subcategories will be displayed.

    • Double-click on a subcategory to display additional levels.
    • Continue this process until you have located the (sub-)category you wish to delete.
  4. Click Delete Category.

    A pop-up appears requesting confirmation of your delete request.

  5. Confirm your delete request.

    The subcategory is permanently removed from the Category Hierarchy.

back to top