Creating standards

  1. Select Basics > Standard.
  2. Click the New icon.
  3. Specify this information:
    Name
    Specify a name.
    Description
    Specify a brief description.
    Type
    Select a module for which the standard will be used, or select all. Click OK.
    Main Category

    Select a main category.

    Available options depend on the modules that you selected.

  4. Click Save or Save and Close.