Use > Change Management > Change Management overview > Managing categories and phases > Viewing and editing graphic workflows

Viewing and editing graphic workflows

The default Category form displays a graphic workflow of the predefined phases associated with a category record. You can use the following techniques to view the workflow:

  • Click plus sign (+) to expand the view of any multi-step phase
  • Click minus sign (-) to collapse the view of any multi-step phase
  • Click the phase graphic to view the phase record information, and then update and save changes to the phase record before returning to the graphic workflow view
  • Click the Approval box to view the Approval Definition form if the phase requires approval

Note An Administrator can customize the category and phase definitions to fit business requirements. If you add or remove phases from the category, or make changes to any related phases, approvals, or tasks, you must save the change and navigate to the workflow view again to view. Changes to the category and phase definitions appear when you view the Workflow section after saving.