Use > Change Management > Change Management administrative tasks > Create a new category from an existing record

Create a new category from an existing record

Applies to User Roles:

System Administrator

To create a new category from an existing 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. Replace the name in the Category or Task Name field with the name of your new category.
  6. Modify any fields that need to be changed for the new category and list the appropriate phases. Click a row to select a new phase from the list. You can also type the new phase name that you want to create for the new category. You must specify at least one phase in the Phases array to create a category.
  7. Click Add.
  8. If a listed phase does not have a corresponding Phase record, a prompt appears that asks you to create a new phase record. Click Add. The default Phase record opens.
  9. Type the new phase name and modify any necessary information.
  10. Click OK when the information in the phase record is complete.
  11. Click Continue.
  12. Click OK.