How to Manage Workflow Categories - Create and Delete | Desktop
In Commnia, managing your Document Workflow Categories is easily accessible through the Control Panel. These workflows are crucial for ensuring documents are reviewed and approved by designated owners and reviewers before being officially added to the register. This feature is particularly valuable in construction, where maintaining an organised and transparent review process is essential for project efficiency and compliance.
System Administrators have access to the control panel
Please note that Categories are Company based.
Navigate to Control Panel
Select Control Panel
Click on Site Manager
Create a Workflow Category
Click on 'Add New Issue Type'
1. Name your new category
2. Select 'Workflow'
3. Save
The new category will be created
Delete a Workflow Category
1. Select the 'Category' you wish to delete
2. Click on Delete
3. Confirm
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