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Configuring a category

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See a quick and easy way of creating a category in the "Creating a category" topic of the SE Action Plan Quick Guide!

 

To add a new category, click on the new button on the main screen toolbar. To edit the data of a category, select it in the main screen hierarchy and click on the edit button.

 

On the screen that will be opened, enter an ID # and a name for the category. The following tabs are also available:

 

categoria_dados

 

Note: To successfully add a category, it is necessary to fill out the required fields in the General tab. After saving the data for the first time, the other tabs will be available to be filled out.

 

hmtoggle_arrow1General
hmtoggle_arrow1Attribute
hmtoggle_arrow1Approval
hmtoggle_arrow1Rule
hmtoggle_arrow1Enter time
hmtoggle_arrow1Action plan security
hmtoggle_arrow1Category security

 

After performing all necessary configurations, save the record again.