Categories are available for all design control items: User Needs, Design Inputs, Design Outputs, Design Verifications, and Design Validations. Verification and Validation test runs are excluded.
Any design control item (User Need, Design Input, Design Output, Design Verification, Design Validation) can be linked to multiple categories.
Categories can be linked to multiple items.
Categories act as a means to provide more structure and organisation for your Design Controls.
Categories are created and managed at Project level.
This functionality is optional and not a requirement when creating design control items.
To create a Category follow these steps:
- Select a Project
- Go to the Categories tab
- Click on the New+ icon
- In the pop-up give the Category a title (mandatory field) - the pop-up can moved to the side or displayed centrally by using the >I function
- Add a Description, if required
- Save your Category
- Click Save & New to keep creating more Categories
Deleting a category unlinks it from all active items but retains the link for deleted items (with a visual indicator):