This article explains how Category Types work within your 1Place instance.
What is Ticket Category Types
Category types allow you to create types of categories to group your Ticket Categories. This is used to easily group together different classifications or categories and be organized in managing tickets. It also helps ensure that each ticket is routed to the appropriate team member with the relevant expertise to provide assistance effectively.
How to create a category type
To start creating Category Types click the 'Ticket Manager' tab and click 'Ticket Category Types.'
To add a new Category Type, click the green ‘+Category Type’ button on the right side of the screen.
On the next page you will be able to name, as well as add a description to your Category Type.
An example would be to make a “Facilities Maintenance” category type to add Ticket Categories such as Plumbing, Electrical, etc.
Other example would be “IT” which can include Ticket Categories like Computer, Internet, Security, etc.
The next step is to add Ticket Categories to your Category Type.
To successfully add your new Category Type, click the green ‘Add’ button, or if you are updating a currently existing Category Type, click the green ‘Update’ button. You can also click the grey ‘Deactivate’ button to deactivate a currently existing Category Type.
To access a currently existing Category Type to edit it, click the blue link with the name of the Category Type, beneath the ‘Label’ area. The same process above will be followed to edit an existing category type.