Overview

The videos below  introduce 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.

 

Table of Contents

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

 

Videos

CATEGORIES

 

 

 

CATEGORY SETTINGS AND STRUCTURE

 

 

 

CATEGORY FIELDS AND WORKFLOWS

 

 

 

BEST PRACTICES

 

 

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