For agencies that need to regularly update categories found in the Files tab of a family/provider record, managers with access to the Admin module will be able to directly create any new labels or edit existing ones.
- From the Admin Module, navigate to the "FormCategory" System Setting
- Here, we can modify existing entries or create a new one using the "Add" button. Upon selecting this, we will need to specify the following parameters:
-Code: Any set of letters and numbers unique from other existing categories' codes, acts as an identifier for the system
-Name: The label it will appear as in Files
-Parent Category: The existing category this new entry should be housed under, optional
-Order Number: Determines the order of where this should appear on the final list, with 1 being on top, a number will be automatically assigned if left blank
-Description: Any additional information, viewable from Admin module only
Clicking on any existing configuration will include an option to Void or Delete, in addition to editing the fields we just saw. Voiding will provide the option to restore if ever needed, whereas Deleting will completely remove any trace from the system.
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