Define Categories
Before you can create the depths and items used to form the hierarchy of your category structure, you need to create the parent category. Items can then be maintained at any depth, or level, within your structure.
Use the following procedures to add a new category, edit a category, or remove a category.
Add a New Category
1. Navigate to Admin > Categories.
1. Click the Create Category button. The New Category Info section displays.
2. In the Name field, enter the name of the category.
3. (Optional) In the Code field, enter the code for the category.
4. (Optional) Click in the Color field, to select a color.
5. (Optional) Click the checkbox for either Users, Spaces, or Buildings to indicate what the category is used for.
6. Click the Create button.
The category is added, and you can now define depths and items for the category as needed. Head on over to Define Category Depths.
Edit an Existing Category
When a category has been added, you can easily update the name, code or color associated with the category on the top level of the Category screen.
From the Categories Search screen, complete the following:
1. Locate and select the category. The Edit Category screen displays.
2. In the Category Info section, update the necessary fields.
3. Click the Save button.
Remove a Category
Sometimes it's necessary to completely remove outdated or unnecessary categories.
Before you can remove a category you must reassign users and spaces found in the category.
Any users and spaces are not automatically reassigned when a category is deleted. It is recommended that you manually reassign the necessary items prior to deleting a category, as this action cannot be undone.
From the Categories Search screen, complete the following:
1. Locate and select the category. The Edit Category screen displays.
2. Click the Remove Category button. A message window displays, allowing you to confirm the deletion.
3. Click the Remove button to confirm.