In this section, we will see how to create a new Category in MeRLIN.
Menu Path: Category Management >> Category Hierarchy
1. Click on Action and choose Edit.
2. Now enter a description of changes or the purpose of editing the desired category and click on Submit to start making the changes.
3. Now right click on the Category and click on Add Child to create a child category as shown.
4. On the screen that appears enter the desired details. The category path is described, which is a read-only field. You can go ahead and enter the Category Code. Further, add the name of the Category and click on
Field Name | Description / Purpose | Rules | Field Length |
Code | Unique identifier to identify a category in MeRLIN | - Once created code cannot be edited | 50 |
Name | Name of the category, this name gets displayed in the tree view of categories | - The name can be edited. | 250 |
5. Now you will be able to see the newly added category, along with the list of changes as shown.
6. Repeat the above steps to make more changes.
7. After all changes are made, click on continue to Move to the approval screen. Choose the Approvers against each role. Also, in addition to existing approval levels, you can add new approvers and submit the change you have created.
8. Now click on the Back button to come back to the Category Hierarchy original screen.