Centro QMS and KMS customers can edit categories for all registers. This includes:
- incidents
- complaints
- feedback
- improvements.
The ability to edit categories is available to users with Administration and Model Administration permissions.
| Tip |
| This guide provides instructions for creating and using a new incident category. However, 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 categories appears.
3. Double click on the category you would like to edit and click Edit.
4. Make changes and click Save. You have now edited the category.
| Tip |
| When you rename a category, the new name automatically updates across every incident that used the old name. For example, renaming the incident category “Employee injury” to “Staff accident” will instantly update all existing incidents to use the new category name. |
Sort register categories
Under Admin > Categories, users can sort the order of the categories. Simply click into the relevant category type and use the Move arrows to reorder the categories.
| Tip |
| Use top-level categories only and avoid using sub-categories. Any subcategories will appear on the list in the same way as main categories. As such, it is recommended that only top-level categories are used |
| Tip |
| Ordering of the Categories menu will not affect the order of categories when adding a incidents/complaints/feedback/improvements. The categories will appear in alphabetical order. |