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Instructions

1. To edit existing categories and set up new ones, click Categories.


Create new

2. To create a new category, click Register new category.


Info: To create a subcategory, click .


3. Enter a name and, where applicable, the Standard closing deadline and select settings for the category. Click Save and close form when you have finished.


Tip: If you are not sure of what the various options mean, click  for more information.

Note: If a type and category selected for the same non-conformance have different closing deadlines, the closing deadline set for the category is the closing deadline for the nonconformance.

Edit

4. To edit an existing category, click .


5. Make the desired change and click Save and close form.


Tip: If you are going to make extensive changes to the structure and have a lot of registered nonconformities, make the category inactive. If you want to make minor changes such as changes to the wording, but the purpose of the category is to remain the same, edit the category rather than creating a new one.

Note: It is not possible to delete a category if there are nonconformities registered for them.

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