What is a Process Category?
Understand what Process Categories are and how they can help organize your Processes.
Use Process Categories to organize your Processes. Organizing your Processes into Categories makes it easier to search for a Process based on its assigned Category. Assign multiple Process Categories to a Process if necessary. For example, assign a Process named "Loan Request" to the "Banking" and "Loans" Process Categories.
"Categories" tab on the "Processes" page displays all Process Categories in your organization
Assigning your Process to Process Categories also makes it easier for Request participants to start a Request of your Process. Processes are organized by Process Categories in the New Request screen, which is where new Requests are started. In the New Request screen, a Process displays in each Process Category to which it is assigned.
The "New Request" screen displays Processes by assigned Process Categories
Process Categories can be in active or inactive status. Following is a description of each status:
- Active: Active Process Categories can have Processes assigned to them.
- Inactive: Inactive Process Categories cannot have Processes assigned to them. Furthermore, Processes assigned to an inactive Category no longer display in the New Request screen even though such Processes may be active.