How do I create a Category Type?

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.

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.

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.

  Relevant for: Administrators / Managers.