Categories allow you group types of audits, tasks and items. Categories can be useful when searching for audits, tasks, actions and items (assets) via the search filters, and extracting reports.
To set up and edit categories, please follow the instructions outlined below.
Create, edit and delete Categories
Select the “Settings” tab to navigate to the Settings section.
Click on the “Category” tab.
To create a Category
Click on the "Add New Category” button.
Add the “Category Name”, and click “Update” to save.
To edit a Category:
Click on the "Edit” button.
Edit the “Category Name”, and click “Update” to save.
To delete a Category, care should be taken as any audits or items (assets) allocated to that category will default to “General”, and any actions or tasks will lose the original category details. Steps to delete a category are as follows:
Click on the "Delete” button.
A message will appear:
Are you sure you want to delete this category?
All assets and audits with this category will set to "General".
Select “OK” to delete the category.
The “General” category is a system default and cannot be deleted.
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