Creating New Categories

Once you create a new Specialty, you must then create a new category if you want to store non-consent documents here.

To create a category:

1. From the toolbar, click Maintenance -> Category.
2. When the screen opens, select the newly created Specialty from the drop-down list.
   
   
   
   
3. Click "<new>" in the Category drop-down list.
4. Type the name of your Category in the New Name box.
5. If the new category is for non-consent documents only (education or local forms), uncheck the Consent Category box.
   
   
   
   
6. Click the "OK" button.
7. Click "OK" on the pop-up message that appears.
   
   
   
   
8. Your new Category has been saved.
9. You must now move documents into the new category so they will appear on the main screen.

TIP: Administrators do not have the ability to delete Categories (even those created locally). Please contact Dialog Medical support to delete Categories you have created (Categories in the standard library must remain). If Categories do not contain documents, they will not be visible to the end-user.