Centro KMS and QMS customers with the registers module can create and use categories for all registers. This includes:
- incidents
- complaints
- feedback
- improvements.
This guide provides an example of a workflow for creating and utilising a register category when reporting an incident.
The ability to create categories is available to users with Administration and Model Administration permissions.
| Tip |
| While this guide provides instructions for creating and using a new incident category, these steps can be repeated for all registers. |
1. Navigate to Admin > Categories.
2. Scroll to the relevant category type and click Edit. A list of all available categories appears.
3. Click Add New Incident Category.
4. Complete the form and click Save. The new category is now created.
| Tip |
| Use top-level categories only and avoid using sub-categories. To add a category to the main menu, leave the Category is contained in field blank when creating a new category. |
5. You will be navigated back to the Categories menu, where your new category will be visible.
6. To use the new incident category when reporting an incident, navigate to Home > Report & Improve.
| Tip |
| Once Administrators or Model Administrators create and save a new incident category, it will be visible to all web app users when they submit an incident. |
7. Click Open.
8. Click Add new incident and complete the form. In the Category section, click Select. You will see your new category available on the list.
9. In the Category section, click Select. You will see your new category available on the list.
10. Click the category once and click Select. When submitted, the incident will be in the new category.
For more information about incident registers, please see our incident reporting guide.