Categories

Categories are like adhoc indicators that you can set against a process.

They can be used to provide custom statuses, markers, or indicators which are shown at a high level in:

• My Tasks

• Supervise Tasks

And when one opens a specific process. Having the category at the higher level means that you can see this at a glance and you can also filter by category:

Category display and filter in My Tasks

You need to select the Process type before anything will appear in Process category as the drop down is dynamically populated based upon the process in question.

This functionality is also present in Supervise Tasks. Enabling managers to quickly identify processes with a set category.

Adding Categories

This is simple and is done at Process Set Up level with the following showing the existing categories on a process and the 'Add Category' button to add another:

Category addition screen in Process Set Up

When the Add Category button is clicked the following is presented where the user gives the category a name.

Adding a category

The 'Enabled' check box defaults to be true when creating a category. Unchecking it means it will not be available for selection by officers yet.

One can also click existing categories to rename them and can stop them from being visible/reusable by unchecking the 'Enabled' check box.

Editing an existing category