Create a New Process Category

Improve your Process organization by creating Categories to which to assign them.

Create a New Process Category

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

  • Processes: Create Process Categories

  • Processes: View Process Categories

  • Processes: View Processes

See the Processes permissions or ask your Administrator for assistance.

Follow these steps to create a new Process Category:

  1. Click the +Category button. The Create Process Category screen displays.

  2. In the Category Name setting, enter the name of the new Process Category. The Process Category name must be unique from all other Process Category names in your organization and can only use apostrophe characters (') and spaces. This is a required setting.

  3. From the Status drop-down menu, select one of the following options for the Process Category's status:

    • 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.

    The Active option is selected by default. This is a required setting.

  4. Click Save.

pageWhat is a Process Category?pageView Process CategoriespageSearch for a Process CategorypageEdit a Process CategorypageDelete a Process CategorypageWhat is a Process?

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