7.1.4. Category

In this section, users can create, edit, and delete the categories displayed in the Category dropdown. This dropdown is found in both the New CAPA and the Add Action Item to CAPA forms.

Defining Categories

Although the specific features of this form will be delved into below, it essentially functions the same as any form with an editable grid control—that is, one with Inline Add/Inline Edit functions. For more details on this type of grid and its features, click here.

1. Add: This button allows users to add a new category.
   
   • Category/Title: This is a text field that allows users to input the title(s) of the category (in English [default], French, Arabic, or German). It is a mandatory field.
   • Active: This is a checkbox that, when selected, allows for the category to be displayed in the Category dropdown.
     • This checkbox is automatically unselected when a new category is added; however, if users want the category to be displayed, they can still manually select the checkbox.
2. Discard Changes: This button allows users to discard their changes.
3. Save Changes: This button allows users to save their changes.
4. Delete ( ): This button allows users to delete a category.
   

   **To confirm the deletion of items in the grid, click on the Save Changes button or simply click outside the grid. To undo deletion, click on either the Discard Changes button or the Undo ( ) icon.

*To edit content within the grid, simply click on the element you want to modify. For additional options or actions related to the grid, please utilize the kebab menu ( ) located in the upper rightmost corner.