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Categories

When the Reviewer is marking marks errors in from the Workbench using the Quality Program, they classify the error using the Categories and Error Types created here will be the options the Reviewer has to classify errors. Categories and Error types selected in the Category section will also auto-populate in the Scoring section configuration. 

Give the new program a name and description.
Choose to create a program from scratch or

Configuring Categories and Error Types

Tip

If you created a program based off an industry standard

. If you select industry standard

, the categories and Error Types will populate automatically.
It is still possible to modify Categories and Error Types 

based off an industry standard. 

to suit your business needs.

  1. To add New Categories, select the  icon next to the Categories section title. 
    1. Name

      Update the 

      Category 

      Category Name by clicking the generic title and

      then

      editing.

       


  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.

  3. Quickly move Error Types from one Category to another by dragging to the new Category.
    Proceed to Severities. 

After setting up the Categories and Error Types section, proceed to Severities to continue configuration.

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