Update a category record

Applies to User Roles:

System Administrator

You can update the settings for a category record. This includes modifying the phases associated with the category.

To update 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. Modify any fields that need to be changed for the existing category. If you modify or add any phase names that are not already defined, a message prompts you to create a new phase record.
  6. Click Save.
  7. Click OK.