Compliance Settings – Category Settings

This settings page will let you define categories and sub categories for created compliance types. Select the register type, compliance type, and click the Add New button to create a category. Click Add New under a category to create a sub category. Click the edit icon next to a category or sub category to add further details such as help text, priority, and severity to it.

• Filter categories by a particular Register Type, by selecting the 'Register Type' from the dropdown at the top.

• To expand the list of categories and sub categories, click on the Expand All button and to collapse the list, click on the Collapse All button at the top-right corner of the page.

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Figure 1.1

To add a new category:

• STEP 1: Select a compliance register type from the dropdown. If the category falls into a compliance type, select the 'Compliance Type' from the dropdown, if it is a general category do not select a 'Compliance Type' from the dropdown.

• STEP 2: Click on the Add New button.

• STEP 3: Enter a category name and click the save icon next to it.

To add a sub category to a category:

• STEP 1: Click on the + button to expand the category you wish to add the sub category to.

• STEP 2: Click on the Add New button. 

• STEP 3: Enter a sub category name and click the save icon next to it.

To enter more details for a category or sub category:

• STEP 1: Click on the edit icon placed at the end of the category/sub category name.

• STEP 2: In the opened 'Category Details' page, enter 'Category Help Text' details to be displayed, select the 'Priority' from the dropdown, select the 'Severity' by clicking on the Select button.

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Figure 1.2

To edit the name or delete a category/sub category:

• STEP 1: Click on the category/sub category name.

• STEP 2: Click on the save icon to save name, or delete icon to delete the category/sub category.