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To define a category set: 1. Navigate to the Category Set window. 2. Enter a unique category set name. 3.

Enter a flexfield structure. Note: The categories you assign to a category set must have the same flexfield s tructure as the set itself. This is true even if you choose not to validate the category list. 4. Select a control level. Master Level: Item assigned to this category set has the same category value in all organizations where it is assigned. Org Level: Item assigned to this category set may have a different category valu e in each organization where it is assigned. 5. Select a default category. This is the default category used when assigning an item to the category set. Fo r example, a category set may have a default category called New. After an item is assigned to New, you can override the default category and choose another rel evant category for each item. 6. Indicate whether to enforce the list of valid categories. 7. Select a list of valid categories. You can enter categories here only if you choose to enforce the list of valid ca tegories. The list contains categories that use the same flexfield structure as the catego ry set you are defining. 8. Save your work.

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