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.

Categories are exclusive to being in either Site Manager or Workflow, this restriction does not apply to Smart Forms.

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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