How do I create a Category Type?

  • Updated

In this article we explain you how to create a Category Type, by following the next steps:

  1. Go to Print & Reconciliation > Category Types.
  2. Click on the + icon.

CreateCategoryType.jpg

The following window contains two sections:

  • Category details (see below)
  • Field Form (to find more information about Fields, please click here)

Category details:

  1. Assign the Category Type to one or more Groups.
  2. Give the Category Type a Title, for example, Group Record.

CategoryTpe2.jpg

The three switches are self-explanatory. You can indicate:

  1. The status (Activated/Deactivated). Tip: Leave the switch Off when the Type is not yet been completed or users shouldn't be able to select this particular Type when printing a document.
  2. Is the Category related to a Batch: Yes/No.
  3. Should a reason be given when issuing a reprint of a document: Yes/No.

CategoryType3.jpg

  Relevant for: Administrators / Managers.

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