Editing & Deleting Category Types

  • Updated

Editing a Category Type

  1. Go to Print & Reconciliation > Category Types.
  2. Hover over the Action button of the Category Type you would like to Edit and click on Edit.
  3. Edit the Category and Save.

 

Deleting a Category Type

  1. Go to Print & Reconciliation > Category Types.
  2. Select the check box of the Category Type you would like to Delete.
  3. From the 'with selected' dropdown choose Delete.
  4. Click on Apply.

 

It is important to note that, if a Category Type has unreconciled prints associated with it, it will not be possible to Edit or Delete the Category Type:

In this scenario a Category Type can be deactivated if a user should not be able to select it from the MSI when printing using the P&R tool as you can continue to reconcile already pending/unreconciled printouts even if their associated Category Type has been deactivated.

Relevant for: Administrators / Managers

  Please note: It is not possible to edit previously used Category Type names, even if deactivated or deleted, a new unique name should be used.

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