Category Modeler

Using this function, you can create categorization schemas with related categories, and assign the schemas to applications such as service orders, service tickets, and complaints.

In addition, you can use a categorization schema to make additional functions and information available in your applications. For example, you can assign knowledge articles to categories. When you select a corresponding category in a service order, you can choose to add the knowledge articles that are linked with the category, to the service order.

Features

Page Area	Function	Description
Search result list and Categorization Schema	New	You can create categorization schemas. In some cases, you may not be able to change a schema because you do not have the necessary authorization.
	Version	When you create a new version of an existing schema, the original version of the copied schema remains but it is no longer changeable, and also cannot be used in future. Historical documents, such as service orders that refer to the original version of the schema, remain consistent.
	Copy Schema	You can copy an existing schema, and make changes to the copy. When you copy a schema, you create a new schema with a new ID. The original schema remains unchanged.
Search result list	Merge	You can merge categorization schemas.
Search result list	Import	You can import categorization schemas.
Categorization Schema	Translation	You can use this feature to translate categorization schemas in the WebClient UI. The translation function includes the following features: Translation from any source language in which the categorization schema is already available to any target language that is installed in the system Translation of schema and category descriptions Copying of the source language entries to the translation fields to facilitate the editing process or to use source language entries in the target language version of the categorization schema Copying over the source language entries does not overwrite existing translations in the target language. Update of any connected development systems (RFC) with the new translations provided
Category Hierarchy Categorization Schema General Data	Logical Structure	You can use either hierarchical categorization without multiple usage of identical categories within a schema, or attributive categorization with multiple usage of identical categories within a schema.
	Authorization Mode	If you assign a schema to more than one application ID, you can use the authorization mode to control to which degree the authorizations that were predefined for each application ID, such as change authorization, are valid for this schema.
	Authorization Mode: AND Combination	If you assign a schema to more than one application ID, authorizations such as change authorization must be predefined for all application IDs for them to be valid for this schema.
	Authorization Mode: OR Combination	If you assign a schema to more than one application ID, all authorizations that are predefined for one application ID are transferred to the other application IDs, and are therefore valid without exception for this schema.
	Status: Draft	Newly created schemas, or schemas in editing mode, have Draft status.
	Status: Released	When you have finished editing a schema, set the status to Released.
	Status: Active	The Released schema status is automatically switched to Active when the validity period for the schema begins.
	Status: Deployed	The Deployed schema status is set automatically when the schema's validity period ends. The schema continues to exist so that completed processes that refer to this schema remain consistent.
Category Hierarchy Categorization Schema Application Areas	Application Areas	Using the fields Application ID, Parameter, and Value, you assign the schema to applications, such as service orders.
Category Hierarchy Categorization Schema Application Areas	Value	For service processes and for the interaction record, choose the subject profile that should be valid for this schema. You can then assign the individual subject codes for the profile in the schema, at category level.
Category General Data	Category Name	Enter the category name that you want to be displayed in the category selection fields in sections of the application, such as in the service process.
	Category Description	You can use this field to enter notes. For example, you could use it to differentiate between two categories with similar names. The description is displayed only in the category modeler.
	Subject Code	If you have assigned a schema in the page area Application Areas to the parameter Subject Profile, you must assign a subject code for each category. This is the case in categorization schemas for service orders, for example. Otherwise, you cannot save the categorization in the relevant business transaction, for example in a service order.
Category Extended Attributes	Validity	You can assign extended attributes, to integrate time-based versioning at category level.
	Local Valid-From Date/Local Valid-To Date	Category values can be defined locally, that is, at the level of the relevant category.
	Inherited Valid-From Date/Inherited Valid-To Date	The validity period of a category is passed down to its lower-level categories.
	Effective Valid-From Date/Effective Valid-To Date	The effective validity period of an individual category is always a combination of the inherited values and the locally defined values. If there is a conflict between two values, the more restrictive value is used.
Category various assignment blocks for the assignment of objects to categories	Various functions, such as Service Order Template	The assignment of objects to categories in the category modeler enables automatic suggestion of objects. In a service order for example, if you select a category to which a service order template is assigned, you can choose to automatically complete the service order, using this template.