Previous Topic: How to Work with Incident Categories

Next Topic: Control Access to Incident Categories

Associate Investments with Incident Categories

Once you catalog your investments, you can associate investments-assets, applications, products, services, and other work-with incident categories individually or using a batch process. For example, you can associate the monitor, keyboard, and mouse assets with the Hardware: Peripherals incident category.

You can also associate investments with an incident category from the incident.

Before associating your investments with an incident category, select the affected investments within an incident category.

Follow these steps:

  1. Open Administration, and from Data Administration, click Incidents.

    The setup page appears.

  2. Click the name of incident category to associate your investment with.

    The properties page appears.

  3. Click Associated Investments.
  4. Select an investment for the Select Investments field.
  5. Click Save.