Designing new category forms

If you create a new category, you can design new forms to reflect the data requirements of the new category. These forms are related to the phases of the category.

You can specify the default and closing forms to view and modify any change or task.

  • For changes, click Change Management > Changes > Change Phases. Locate an existing record, click the Scripts/Views tab and modify the Default and Close fields.
  • For tasks, click Change Management > Tasks > Task Phases. Locate an existing record, click the Scripts/Views tab and modify the Default and Close fields.