Guide Overview

The following guide is designed to give Incident IQ administrators a detailed overview on the following topic(s):

  • Adding new model categories
  • Managing existing model categories

 

Guide Index

You can use the following links below to quickly navigate to a specific section in this document. To quickly return to this index simply use the Return to Index link located at the end of any section.

  1. Adding a New Model Category
  2. Managing Existing Model Categories

 

Introduction

The primary goal of model categories is to provide a way to categorize different types of models in the system for use in ticketing and asset management. This allows you to quickly access data for tickets and assets based on filters for use in default and custom views, analytics, as well as in data exports.

Model_Category_Intro_000.png

Additionally, the model category is a required field for asset models in Incident IQ. As such, when creating new models you will always need to assign a model category

Model_Category_Intro_001.png

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Adding a New Model Category

From time to time you may want to create a new model category to accommodate pieces of equipment or software that do not fall into the default categories. As such, administrators can create additional model categories as needed. To do so, begin by clicking on Administration > Model Categories on the left navigation bar.

New_Model_Category_000.png

This will take you to the Model Categories page. From here, click on Add Category at the top right of the screen.

New_Model_Category_001.png

In the fly-out window, you will first need to provide the following information:

  • The model category name
  • A parent category (computers, software, hosted solutions, etc)
  • An icon (optional)
  • An image (optional)

Please note that for models to be accessible for use in ticketing and assets, they will need to be added to a non-parent category. As such, make sure your new category is nested beneath a parent category (computers, printers, software, etc.)

New_Model_Category_002.png

Finally, if you are using multiple modules in Incident IQ, you can select the product visibility of your new model category. This allows you to selectively enable and disable the availability of model categories by product module when creating and editing models. 

New_Model_Category_003.png

In addition to the product visibility, you can also set model category visibility based on user roles. This allows you to remove options for users that they may not need to see for use in ticketing while still allowing other roles to see and select the category without any issue. Once saved, your model category should become available for immediate use.

New_Model_Category_004.png

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Managing Existing Model Categories

Administrators can edit edit existing model categories if needed. To do so, begin by clicking on Administration > Model Categories on the left navigation bar.

New_Model_Category_000.png

On the Model Categories page, click on the specific model category you want to edit.

Edit_Model_Category_002.png

Please note, if you are editing a default model category  then the only option available for editing in the fly-out window is product visibility and role visibility.

Edit_Model_Category_003.png

However, if it is not a default model category, in addition to the visibility options you will also be able to edit the following fields of information:

  • The model category name
  • A parent category (computers, software, hosted solutions, etc)
  • An icon (optional)
  • An image (optional)

Edit_Model_Category_004.png

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