How to Assign Categories to Items

1. Select the item type and then Categories…:

The left menu lists the current category code assignments for the current item type. The unassigned category codes are shown by producing the Category selection list.

2. Select the category number from the left-hand list and then choose the required category code from the Category pulldown menu:

The category code will be moved to the left-hand column. A summary of the category code details is shown in the Summary field. By selecting the Edit… button the Category Code Value Setup dialog is shown.

3. If required you can choose a skill for the category from the Required Skill selection list. If a skill is chosen then access to the category is restricted to those users possessing the skill.
4. You can assign a calculation to a category by setting the Attribute Type to Calculation and choosing a calculation from the pulldown menu.
5. You can also assign a rule set to a category by setting the Attribute Type to Rule Set and choosing a rule set from the pulldown menu.
6. If you want to override the default category value which is shown in the Default Value field, check the Override default value checkbox and choose a value by using the Override Value menu button
7. To delete a category assignment, highlight it in the left-hand list and choose --------- from the Category pulldown menu

8. Select OK

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