Delete a category record

Applies to User Roles:

System Administrator

To delete a category record, follow these steps:

  1. Click Change Management.
  2. Do one of the following:

    • Click Changes > Change Categories.
    • Click Tasks > Task Categories.
  3. Use search or advanced search to find one or more records.
  4. Click a change or task category record to view its detail.
  5. Click Delete.
  6. Click one of the following:

    • Delete All

      A form opens that shows all phase, script, and format category components.

    • Del Phases

      A form opens that shows phases that you can select and remove.

    • Del Scripts

      A form opens that shows scripts that you can select and remove.

    • Del Formats

      A form opens that shows formats that you can select and remove.

    • Del Category

      A form opens that shows the category information.

  7. Click Delete again to remove the category phase, script, form, or entire category.
  8. Click Back.

Note Make sure that you select the correct elements of the category you want to delete and that you choose the correct Delete option. Clicking on other delete options deletes the associated records for the phases, forms, or scripts for the selected category.