Categories Setup

CATEGORIES SETUP

 

NOTE: Changes to Category Setup may not affect the left menu until logging out and back in again.

 

In the Categories Setup section, you can configure a number of things. You can...

 

 l Change the name of a category (EX: You may want to change "Department" to "Location")

 l Disable a category

 l Add a new user-defined category

 l Delete a user-defined category

 l Change the properties of a category

 

To add a new user-defined category, click the add_16[1] to the left of Add new category

 

categories

 

To edit a category, click the corel_draw_16[1] to the left of the category you wish to edit.

 

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PROPERTIES OF A CATEGORY

 

Category Name: In this text box, enter the name of this category as you would call it in your particular industry or company.

 

Category Name (Plural): In this text box, enter the plural version of the above Category Name.

 

Disable Category: Check this box to remove the selected category from the system for all users, except the administrator. If this option is checked, all other options under it in this screen are  considered deactivated. Department category can not be disabled.

 

Show in cross-section: Check this box to allow users to choose items in this category in the cross-section toolbar of the time block editors. NOTE: The Department category is always shown in the cross-section.

 

Can use to qualify employees: Check this box if you want to be able to qualify employees for items in this category in their user records. NOTE: The Department category is always qualifiable .

 

Add on the fly: Check this box to allow users to add category items for the selected category while adding or modifying time blocks in the time block editor.  If this option is selected, the users will see the following new item in the drop down menu of the selected category when using the time block editor: **Use New Entry Below**.  The following section gets added to the screen, and the user can then create a new category item "on the fly".

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The Department category  can not be added on the fly.

 

Rank: Check this box to allow ranking for each employee per item in this category.

 

Multiple: Check this box allow time blocks to be attached to more than one item in this category at a time.

 

Do not show in time blocks: Check this box to hide the item description for any items in this category inside the time blocks when in weekly view.

 

Payroll: Check this box to allow users to set a pay rate per item in this category.

 

Allow Notes: Check this box if you want to be able to maintain notes related to each category item.

 

REMOVE A USER-DEFINED CATEGORY

 

To remove a user-defined category, click the remove_16[2] to the left of the user-defined category you wish to remove. NOTE: You can not delete any of the standard categories: Departments, Areas, Tasks, Times of day, or Time on/off.