This help article is split into two sections. Click the links below to navigate to the relevant section:
Edit existing categories | Create a new category |
| Applicable to | Centro QMS/QMS Starter, Centro KMS |
| NOT applicable to | Centro ESSENTIALS |
Centro Administrators can categorise all web app content (e.g.processes, policies and documents).
Edit existing categories
1. Go to the Admin tab and click Edit for the relevant content type.
2. Select the relevant category and click Open details.
3. Click Edit, this will open the editing window.
4. Make all required edits and click Save to commit the changes.
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Tip |
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Updating category names will not delete the items that were categorised previously. |
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Tip |
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Categories can be deleted. Items within deleted categories will NOT be deleted by this action. |
Create a new category
1. Go to the Admin tab and click Edit for the relevant content type.
2. Select the relevant category and click Add New Category.
3. Complete the form and click Save to commit the changes and create the new category.
Make a subcategory
Existing categories can be made into subcategories.
1. Make sure the desired sub-category has already been created as a category.
2. Select the future sub-category and use the up and down to move it below the future main category.
3. Use the left and right arrows to turn the selected category into a subcategory.