Creating Multilevel Categorization Schemas for Case Management 

Use

In CRM Case Management, a multilevel categorization schema lets you do the following:

·        Create a case using a case type that is assigned to a deployed categorization schema

·        Assign a reference category to a case. Reference dates present different views on your categorization schema, depending on the validity periods of the single categories.

·        Use activity templates assigned to this category to create new activities within the case

·        Use the document templates of the document template profile assigned to this category to create new documents within the case

You create multilevel categorization schemas in the CRM WebClient UI by choosing IC Manager  → Knowledge Management → Categorization Schemas.

A categorization schema can be assigned to several case types, but a specific case type can be assigned to only one categorization schema.

You can perform your Customizing for Customer Relationship Management by choosing CRM Cross-Application Components  → Multilevel Categorization.

For more information, see Categorization Schemas and Categories.