If you wish to edit the default categories for a workflow, follow the below instructions:
Open the Administrator's Desktop.
Enter Procedure File Maintenance (PFM).
Click into any workflow.
Click on File > Edit Current Procedure.
Click on the blue, Categories Maintenance link.
Within here, you can edit existing category layouts or create new ones. If you create a new one, you can assign it to any chart by following the above steps 1-4, then click on the drop-down next to the blue Categories Maintenance link and select which layout you prefer.
📌Note: Avoid editing or deleting old categories as they cannot be re-created and may affect your open cases.