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 Quality Event and the Add Action Item to Quality Event 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. Inline 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 which, if enabled, allows for the category to be displayed in the Category dropdown.
     • This checkbox is automatically enabled whenever a category is added; however, if users do not want the category to be displayed, they can still manually deselect the checkbox.
2. Inline Edit: This button allows users to edit an existing category.
3. Delete: This button allows users to delete a category.
   • For more details on this function, click here.
4. Export/Template/Import: These buttons allow users to perform Excel-related activities.
   • For more details on these functions, click here.