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Configuring Categories

This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform.

Introduction

After you access the Requirement Management Settings site, you can view the Categories page. Categories group checklist items together, usually by the function of the items or the group that performs the items. We have provided some categories out-of-the-box that are completely configurable to meet the needs of your organization's requirement process.

The out-of-the-box categories are:

  • Planning
  • Requirements Definition
  • Pre-Solicitation
  • Solicitation
  • Award

This page describes how to configure the categories needed to create your organization's checklists.

View categories

To view categories:

  1. Navigate to the Requirement Management Settings site.
  2. Expand Task Management and select the Categories option to navigate to the Categories page.

  3. Enter category keywords in the search field and click SEARCH to filter the category list.

    view_categories.png

  4. Click on a category Name to navigate to its Summary page and view the tasks assigned to the category.
  5. Click History to view the category modification history.

Create categories

You can create a new category whenever you need a new way to group items. For example, creating a new category for post-award checklist items.

To create a category:

  1. Expand Task Management and select the Categories option to navigate to the Categories page.

  2. Click +Create to bring up the Create Category wizard.

    Add_Category_v2.png

  3. Enter a category Name.

  4. Click CREATE to create the category.

    Add_New_Category_v1.png

The new category is displayed in all new Requirement Checklist Setup items, and new and existing requirement checklists.

Update categories

You can change the names of the out-of-the-box categories or any newly created categories.

To update a category:

  1. Expand Task Management and select the Categories option to navigate to the Categories page.

  2. Click corresponding to a category and select Update to bring up the Update Category wizard.

    edit_category.png

  3. Update the category Name.
  4. Click UPDATE to update the category.

The new name is displayed in all new and existing checklist items that reference it.

Delete categories

You have the option to delete existing categories. However, if any checklist items reference the category, you cannot delete them. Make sure you complete or cancel all checklist items that reference the category you want to delete.

To delete a category:

  1. Expand Task Management and select the Categories option to navigate to the Categories page.
  2. Click corresponding to a Category and select Delete to bring up the Delete Category wizard.

  3. Click DELETE to delete the category.

    RM_Settings_Delete_Category.png

The deleted category is no longer displayed in Requirement Checklist Setup items and requirement checklists.

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