Moving Existing Issue and Change Control Categories into the Workflows Module

Issue and Change Control categories are now referred to as 'templates'. You may move these templates (categories) to another custom module. Moving a template (category) to a new module will retain all template (category) settings, permissions, and metadata. All items created in all template (category) versions will also be moved to the new module, including all in process, completed, and any items with pending signatures. This will change where the items appear in dashboards, reporting, notifications, and template configuration settings.

Moving a Template (Category)

Open the template (category) settings by clicking 'Settings >Issue (or Change Control) Categories'. Click on the template (category) name.

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In the 'General Settings' section there is the option to move the template (category). Click this.

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Select the custom module that you would like to the move the template (category) to. Click to save this change. 

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The template (category) will be listed under the 'Workflows' module, under the 'Templates' tab. 

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Enlarged view