Module Layout

Category Tree

The Category Tree appears on the left side of the module. It displays a list off all the categories.

Use the and button to expand or collapse different parts of the grid.

• Categories used for organization appear with a folder icon.
• Categories that link to specific modules display the module icons.

Add Category

Add a new category record.

Delete

Delete the selected category record.

Linking Mode

Only appears when a Relationship Tab is selected. The enters the module in Linking Mode. This allows you to quickly link multiple Problems, Tasks, Employees, etc.... to categories.

Link

Unlink

Setup Tab

Displays information about the category selected in the Category Tree.

Relationship Tabs

Displays lists of work flow setup records that are related to the category selected in the Category Tree.