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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

Next Steps

Creating Form Categories

Navigate to Process Forms / Form Category Management

Forms will appear here under their specific Category, which will represent the sections they appear within Available Forms

0118 Process Form Category Management - Form Categories - NEW.png

  1. Click "New Form Category"

    1. The lower half of your screen will display the blank fields for the category

      Form Categories .png

  2. Select the form type from the drop-down menu

    Form Categories1.png

  3. Type the name of the form

  4. Enter a description

    Form Categories2.png

  5. Click "Insert"

Editing Form Categories

Navigate to Process Forms / Form Category Management

  1. Click the Magnifying Glass Icon next to the Form Category you are editing

  2. Select Edit in the lower half of your screen

    Form Categories Edit.png

  3. The Name of the Form Category and the Description are editable

  4. Click Save (or "Cancel" to back out without saving)

    Form Categories Edit1.png

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

    Form Categories Edit2.png

  6. Click the magnifying glass, to be re-directed to the Form Management grid:

    Form Categories Edit2 Form Mgmt.png

Next Step(s)

Refer to Form Management: Process Form Set-up & Creation and Form Management: Claim Form Set-up & Creation for detailed and step by step instructions on editing forms.

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