Categories indicate the type of Location it is. An organization can have as many categories as they need.
*Note: Once a Category has been created or edited, you must log out and back into CMS to see the changes.
To create a new Category, click the Root Category icon.
The description is mandatory and can be of the organization’s choosing.
- Visible: Category is visible to be used when creating Locations.
*If a Category is no longer to be used, deselect the Visible option. It is advised to leave Searchable selected in case there is a need to search by the Category later.
- Searchable: Category is only visible to be used when searching Locations
Once a Root Category has been created it will appear in the list with a to edit and a
to create hierarchy options connected to the “Parent” Category. Multiple lower levels to the hierarchy can be created on a Root Category.
For example, Restroom can be a lower-level Category to a Patient Room, indicating that Restroom is inside of Patient Room.
To export the list of Categories currently in your system, click the icon.
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