Lesson #8: Categories

Overview

Lesson #8 introduces categories and the best practices associated with creating/maintaining them; categories are the backbone of the Change Control and Issues modules. Once a user has a good grasp of these items, they should be comfortable creating a category from scratch and maintaining/updating existing categories.

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Table of Contents

  1. Categories
  2. Category Settings and Structure
  3. Category Fields and Workflows
  4. Best Practices

 

Videos

CATEGORIES

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CATEGORY SETTINGS AND STRUCTURE

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CATEGORY FIELDS AND WORKFLOWS

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BEST PRACTICES

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