Related to Product: SectyrHub 340B
Applies to: All Users, Admins, System Users and Covered Entity Users.
Description: This article explains how to create Categories for the Independent Workscreens. Categories can be created to provide additional organization and oversight on the Independent Workscreen listing page.
To save your work at any time, click the "Save and Continue" or “Save and Exit” button located at the bottom of the screen.
- Clicking the “Save and Continue” button will save your work while remaining on the same workscreen.
- Clicking the “Save and Exit” button will save your work then redirect you to the listing page.
(Tip: Click the information icon available on the workscreen to see additional information.)
- Navigate to the Covered Entity dashboard.
- Click on the Independent Workscreen Categories tile under the requirement banner.
- Click the New Independent Workscreen Category button to create a new Category.
- Provide a Name for the Category.
- Select a Color from the dropdown.
- Once completed, click the "Save" button.
Once saved, the Category will be available for reference within each Independent Workscreen. If the Category is updated, it will update within all workscreens where it has been referenced as well.
Please refer to the following article for more information on creating an Independent Workscreen: How To: Creating an Independent Workscreen
