Creating a new category in the hierarchy tree
In Process Manager, on the Admin tab, you can create new categories in the hierarchy tree. By adding a category, you create a new organizational unit in which you can create hierarchy items.
See About data hierarchies.
To create a new category in the hierarchy tree
In the Process Manager portal, on the Admin tab, click .
Under Hierarchy Tree, click the Add New Category symbol (the page with the green plus sign).
In the Add Category dialog box, in Hierarchy Category Name, type a name for the category.
(Optional) In Description, type a description for the category.
The description appears in the Hierarchy Data Service area only.
In the Add Category dialog box, click the Permissions tab and add or edit permissions as needed.
In the Add Category dialog box, click .