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Categories and Error Types

Image Added

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

of that program. Categories and

Error types selected in the Category section will

Errors 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 based off an industry standard. If you select industry standard
Tip

If you created a program based on an template, 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 the needs of your organization.

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

    1. Update the 

Category 

    1. Category Name by clicking on the

generic title and then editing

    1. category title or selecting the edit icon. When you have entered your desired name, select the save icon. 

      Image Added

    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 Image Modified icon. 
    2. Remove Error Types by selecting the Image Modified icon.

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

Proceed to Severities

After setting up your Categories and Error Types , 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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