This topic will teach you to create a category. Categories are essential records for the product, and they are used to create the action plans, templates, and actions.

To do that, access the PL020 menu and click on the button:

On the data screen that will be opened, enter an ID # and a name for the category.

It is important to point out that the ID # is unique and there cannot be other categories with the same ID #.

Once done, click on the button.

At this point, we will not dive deep into the category security. Thus, we will leave the plans of this category as fully public.

For further information on the action plan category, refer to the SE Action Plan manual.