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Mitratech Success Center

Categories Quick Reference Guide

This Quick Reference Guide walks you through the steps to create a Category in PolicyHub.

PolicyHub Categories control policy ownership and which workflows can be used with a policy.   

Best Practice:  Document and apply naming conventions to your Categories. 

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Best Practice:  Make the Descriptions detailed to avoid confusion and save time when assigning Categories.

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Click on Categories from the navigation sidebar.

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Note:  You must have Category Management Write Permissions to create a new Category.

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Click Create in the lower right-hand corner of the screen.

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Complete the Name and Description in Category Settings.  The name must be unique, you cannot duplicate a Category Name.

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Click on the ... icon next to Owners to see the Groups and User Lists. 

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Select the owner(s) for this category.  Click on the Select button in the bottom right-hand corner of the screen to continue.

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If you want to link a Template to the category, click on the ... icon next to Templates.  Assigning a Template to a Category is not mandatory. 

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Select the template by clicking the Select button.

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If a Template has been selected, the Enforce Template checkbox is enabled.  This checkbox is not visible if a template is not selected. 

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Select the Workflow Design for this category from the drop down list. 

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An optional Workflow Re-Review Schedule can be added to the category.  This will determine the frequency for re-review of the policies.  Select the frequency from the drop down list and complete the required date fields.    

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Click on the Save button in the lower right-hand corner of the screen.

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