Edit a Process Category

Edit the name and/or status of a Process Category.

Edit a Process Category

Your user account or group membership must have the following permissions to edit a Process Category unless your user account has the Make this user a Super Admin setting selected:

  • Processes: Edit Process Categories

  • Processes: View Process Categories

  • Processes: View Processes

See the Processes permissions or ask your Administrator for assistance.

Follow these steps to edit a Process Category:

  1. Edit the following information about the Process Category as necessary:

    • In the Category Name setting, edit the name of the Process Category if necessary. The Process Category name must be unique from all other Process Category names in your organization. This is a required setting.

    • From the Status drop-down menu, change the status of the Process Category, if necessary, from the following options:

      • Active: Select Active to allow Processes to be assigned to this Process Category. This is the default option.

      • Inactive: Select Inactive to create this Process Category but not be available to assign Processes to it. Inactive Process Categories cannot have Processes assigned to them. Furthermore, Processes assigned to an inactive Category no longer display in the New Request screen even though such Processes may be active.

      This is a required setting.

  2. Click Save.

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