Document Categories

The goal of the Document Categories module is to help organize a project's documentation. Documents are first categorized to fall into one of the tables listed below. Each table contains categories that the user can add to or edit the name. For instance, a Document Category that is listed under the Project table could be Training Materials.

Each category contains Document Types, which users create in the Document Type module. To follow the above example, the Document Type that can fall under Document Category called Training Materials can be called Initiation Visit Presentation. Then, the user places documents under this type in the appropriate place within the project.

To add a category record, the Base Table must first be selected. The Base Table determines where in the system the document will reside. Then click Add New button or to edit the name of a category, click , which opens the Document Category module.

Users can filter the records on Active, Inactive, or All as well as search for a word or string in the record. To remove all search options, click the Reset Filters button.