The Category Maintenance area allows you to create and assign Categories to be used throughout your system. Categories can be applied to Course Templates, Awards or Communications and are used to group items together. The Course Date Calendar can be viewed by Category colour, allowing you to quickly and easily see the types of courses by Category at a glance.
To learn how to use Categories, click here.
Where to find Categories
Click on the User Icon at the top right hand side of the system and select Administration:
Within this page, click the menu option Categories
Setting up a Category
When setting up a Category, you will be asked to provide some of the following details about the Category:
Label
This is the name of your Category. It's best to make it relevant to the content that is contained within the Category.
Category Type
This defines the type of Category you're creating. Your accessplanit system has two options for this: Course Template/Awards, or Communications. This dictates where the Category will be available within the system.
Colour
This option can be used to define the colour that any Course Templates in this Category will display as on the Course Date Calendar.
Categories can be maintained from the Category Maintenance page found by editing each Category. Here, you can see any Course Templates or Awards associated with a Category.
