Admin Users can navigate to Administration - Steps menu option to access features viz. Step Categories, Template Steps and Step Template Categories.

Manage step categories

Select Step Categories menu option to mange the definition. The following UI is rendered on the same page. The step categories are arranged alphabetically in a tree order. 

Select a step category. The process steps associated with this category is displayed as “Linked to the category” with the check-box enabled. To link more steps, select from the list “Not linked to the category” by enabling the check-box. The steps are then moved to the linked category list automatically. To unlink the step then link it to another category.

Create step category

Select Actions - Create menu option. 

Provide a new category name and select CREATE to confirm the action. The new step category is created and placed in the tree by sort order. An alert notification confirms the changes. 

Rename a step category

Select a step category from the tree. Select Actions - Rename menu option. 

Provide the new name and select UPDATE button to confirm the changes. The step category name is updated and placed in the tree by sort order. An alert notification confirms the changes. 

Remove a step category

Select a step category from the tree. Select Actions - Remove menu option. 

Select OK to confirm the action. The step category is removed from the tree list. An alert notification confirms the changes. 

Update step globalization

Select a step category from the tree. Select Actions - Update Globalization menu option. 

Select OK to confirm the action. 

An alert notification confirms the changes.