Create a category

You can create a category to group items or to link cause groups to characteristics.

You must have the privileges to edit categories.

Create a category

1. Open or go to the Categories tab.

2. Do one of the following:

   • Press the Ctrl+N keys.

   • Right-click in the tab and on the context menu click New.

   • On the ribbon, go to the Home tab and on the New menu click New Category.

   A new category is added.

3. In the new category's Properties window, complete the following settings:

   Category Name

   A unique name for the category.

   Category Description

   A brief description for the category.

   Category Spare1–Spare4

   User-defined information about the category.

4. Save the changes.

An error message appears if the category cannot be created. Modify the category, as needed, to correct the error.