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ERMS and Multi level Categarization

I am trying to set up ERMS with Multi level Categorization .

I have configured Repository , Service Manager Profile , Rule Modeler , E-Mail Profile , Inbound , Outbound and Workflow settings necessary for ERMS .

For Multi Level Categorization :

1 ) In Multilevel Categorization , we have Application area we have , What shall we select in terms of Application Id , Parameter and Value .

2) Transaction Type to Catalog Category we have Transaction Type , Description ,Catalog Category .

In Transaction Type we can select Service Ticket or Incident and Catalog Category what is Category to be selected , "C" ,"D", " E " or something other . C and D probably are for Service Request and E is for Cause .

Again , If Auto Complete is needed , we tick and from More we can go to Auto Complete which will give us option in terms of Template .

The Templates available are Service Order Template , Problems and Solution , Standard Response , Mail Form template , Service Request .

What is that which is going to suit our purpose for ERMS ???

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    author's profile photo Former Member
    Former Member
    Posted on Jan 11, 2016 at 09:29 PM

    Hi Sanjeep,

    What is your release version? Have a quick look at this knowledge article on how to set up & configure an ERMS. There is a detailed documentation, encompassing all possible aspects including multi level categorization. See note 896925

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