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Categories

When the Reviewer marks errors from the Workbench using the Quality Program, they classify the error using the Categories and Error Types created hereof that program. Categories and Error types selected in the Category section Errors will also auto-populate in the Scoring  section configurationConfiguration

Configuring Categories and Error Types

Tip

If you created a program based off on an industry standardtemplate, the categories and Error Types will populate automatically.
It is still possible to modify Categories and Error Types to suit the needs of your business needsorganization.

  1. To add New Categoriesnew Categories, simply type the name of your category in the text box and press the Enter key on your keyboard. Or, select the  icon next to the  Categories section title. input box after you have typed your category name. Note that categories are automatically sorted in alphanumeric order. 

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    1. Update the Category Name by clicking on the generic title and editing.
      Image Removedcategory title or selecting the edit icon. When you have entered your desired name, select the save icon. 

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    2. Delete a Category by hovering on the Category and selecting the trash icon. 

  2. Drag and drop Error Types to the desired Category

    1. Edit the name of the Error Type by selecting the  icon. 
    2. Remove Error Types by selecting the  icon.
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  3. To drag and drop more than one Error Type into a

    Quickly move Error Types from one Category to another by dragging them to the new Category.

    Tip

    Category

    at once, Shift + mouse click will allow you to select multiple Error Types and once

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After setting up the your Categories and Error Types section , proceed to Severities to continue configuration.select continue to proceed to step 3 to create your Severities. You cannot continue to the next step until you have at least one category with one error type assigned. 

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