System Types

Classify Systems for filtering, reporting, and consistent governance.

Overview

System Types classify Systems into meaningful groups. This supports consistent filtering and reporting across Projects.

Key Concepts

• System Type: reusable classification for Systems
• Reporting consistency: standard types reduce one-off naming

How It’s Used

Use System Types to group Systems by function. Use types in views, exports, and reporting workflows.

Benefits

• Cleaner reporting across Projects
• Faster filtering in large System lists
• More consistent governance and ownership reviews

Setup Steps

1

Define System Types

Create a small set of stable types. For example: ERP, CRM, Data, Integration, and Payments.

2

Assign types to Systems

Update Systems to include the correct System Type.

Best Practices

• Keep the list small and stable.
• Avoid overlapping types that create ambiguous reporting.
• Document type meanings in an internal SOP.

Summary

System Types standardize classification for Systems. They support filtering and reporting across Projects.