Add Categories

To begin adding Categories, select List Manager → Edit → Category. The Category window will appear.

First, add a root-level Category. Right-click in the Category window and select "Add New Category To Root."

The root level "New Category" item appears. Click its icon to select it and display the Category Details.

• Title: The title of the Category as it will appear in Procedure Locator. Type an appropriate Title in the provided space.

  The following read-only fields also appear on this page for the user’s reference.

• Created By: The first, last, and username of the user who created this item.

• Created On: The date and time that this item was first saved to the database.

• Updated By: The first, last, and username of the user who last saved this item to the database.

• Updated On: The date and time that this item was last saved to the database.

• Created From External System: Indicates the mechanism responsible for the creation of this item, and will read "Procedure Builder" unless imported by an external system.

After assigning a Title to the root-level Category, you can continue either to add additional root-level Categories by repeating the steps above, or to add Child Categories. When finished, select "Save" from the File menu, or hit CTRL+S on your keyboard, to save the changes.