Skip to main content

Creating and Editing Form Categories

Allyson Ryan
  • Updated

Form categories must be created prior to creating a process form, as the form category determines the initiation point for the form.

Applicable Roles

  • Administrator
  • HR Admin
  • HR Team

Contents

Create Form Categories

Edit Form Categories

Creating Form Categories

  1. Navigate to Process Forms - Form Category Management

  2. Click "New Form Category"

    *On this Screen, Forms will appear under their specific Category, which will represent the sections they appear within Available Forms

  1. Select the form type from the drop-down menu
  2. Type the name of the form
  3. Enter a description
  4. Click "Insert":

 

Editing Form Categories

  1. Navigate to Process Forms - Form Category Management
  2. Select the Form Category you wish to edit by selecting the Magnifying Glass Icon next to the Form:

  1. Select Edit:

  1. Change the name of the form 
  2. Change the form category description

  1. Click Save

  2. Click the "Process Forms" tab to edit the process forms that are tied to that form category 

    1. Click the magnifying glass, to be re-directed to the Form Management grid and refer to Form Management: Process Form Set-up & Creation and Form Management: Claim Form Set-up & Creation for instructions on editing forms. 

Related articles