5.2. Category

In this section, users can group action items into categories.

1. Inline Add: This button allows users to add a new category.
   
   • Active: This is a checkbox which, if enabled, allows users to mark the category out as active.
     • Active categories are included in the Business Continuity Plan (BCP) and the Disaster Recovery Plan (DRP). They are also used in the Define an Action Item form.
   • Name: This is a text field that allows users to input the name of the category.
   • Save: This button allows users to save the category.
   • Cancel: This button allows users to cancel the category.
2. Inline Edit: This button allows users to edit an existing category.
   • To edit inline, select the category that you want to edit from the grid and click on the Inline Edit button. Users can then make, save, or cancel changes as desired.
3. Export to Excel: This button allows users to export selected columns from the grid to Excel.
4. Excel Template: This button allows users to generate an Excel template of the grid.
5. Import from Excel: This button allows users to import data (inside columns) from an Excel sheet into the grid.