I can see that the Registers feature comes with existing categories, can I add my own custom categories?
Yes, users with Administrator or Model Administrator access can manage categories in the Centro web app. This means that they can add their own incident, complaint, feedback and improvement categories. Please refer to the article about how to create and use a register category for more information.
If I rename a category, will it update in existing register items?
Yes. When you rename a category, the new name automatically updates across every register item that used the old category name.
For example, if you change “Employee injury” to “Staff accident”, all existing incidents will immediately reflect the new name.
For example, if you change “Employee injury” to “Staff accident”, all existing incidents will immediately reflect the new name.
How can I delete a category?
You can delete a register category under Admin>Categories. Please see our guide for how to delete a register category for more information.
Can I delete a category that is used in my register items?
No. For a category to be deleted it cannot be used in any register items. If it is still attached within your registers, you will not be able to delete it. We recommend re-categorising any relevant register items before attempting to delete your register categories.
Should I use sub‑categories when setting up register categories?
No. It is recommended that you use top-level categories only.
Sub-categories will appear in the list exactly the same as main categories, which can cause confusion and clutter.
Sub-categories will appear in the list exactly the same as main categories, which can cause confusion and clutter.
How can I make sure a category appears as a top-level category?
When creating a new category, leave the “Category is contained in” field blank.
This ensures it is treated as a main category in the list. Please refer to the article about how to create and use a register category for more information.
This ensures it is treated as a main category in the list. Please refer to the article about how to create and use a register category for more information.
Can I control the order of categories when submitting an incident, complaint, feedback, or improvement?
No. Even if you reorder categories in the Admin menu, they will always appear alphabetically when users are submitting records.
When will a new register category become visible to my workers?
Once an Administrator or Model Administrator creates and saves a new incident category, it becomes immediately visible to all web app users when submitting incidents/complaints/feedback/improvements.