Category

After creating a new Specialty, administrators must create a new category to store documents there.

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 the 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. The new Category has been saved.
9. Documents must be moved into the new category for it to 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 created locally (Categories in the standard library must remain). If Categories do not contain documents, they will not be visible to the end-user.