Categories management

Administrators can access the categories' management in Team > Dashboard > Categories

Create category

  1. Click Add button
  2. Choose the inventory to assign the category
  3. Enter the name of the category
  4. Choose the dependency if any
  5. If your category is related to clinical samples you may want to enter IRB reference and expiry (optional)
  6. Switch the required parameters for the category
  7. Click Create button

Add a sub-category directly from the overview of Categories

  1. Click Action button on the right of the category
  2. Select Add
  3. The dependency is pre-filled
  4. Enter the information as stated above
  5. Click Create button

Edit category

  1. Click Action dot button on the right of the category
  2. Select Edit
  3. Update the wanted field(s)
  4. Click Update button

Inactivate category

Inactivation will hide all the records contained into this category to users. The category can be re-activated anytime.

  1. Click Action dot button on the right of the category
  2. Select Edit
  3. Switch the Active button
  4. Click Update button

Delete category

  1. Click Action dot button on the right of the category
  2. Select Delete

A category containing records cannot be deleted. You may inactivate to hide to users in the inventory.

← Locations management

Members management →