Managing Change › Change Management Process Definition for CA Workflow › How to Set Up the Change Management Process Definition › Install the Category_Defaults Option in Options Manager

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Install the Category_Defaults Option in Options Manager

The Category_Defaults option uses category fields to populate the CAB, Group, and Risk Survey on the change order. For example, the CAB group you specify for a category appears on all new change orders that use the category.

To install the Category_Defaults option in Options Manager

  1. On the Administration tab, select Options Manager, Change Order Mgr, Category_Defaults.

    The Options List appears.

  2. Right-click Edit Category_Defaults.

    The Category_Defaults Update Options page appears.

  3. Click Install.
  4. Restart the CA SDM services.

    New change orders automatically include values from the category.