Overview

Category groups allows you to create categories that are composed of other categories. This allows you to input the expiration date for multiple items in one single screen. For example, you might have a category called employee record that’s grouping categories like: first aid certification, nurse certification, college certification, etc. When edit an expiration item as employee record, you’ll see all these categories in the screen.

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Configuring category groups

To configure a category group follow these steps:

  • Step 1: Click on Categories on the top menu.er-category-group-2
  • Step 2: Create a new category or select the category that will become a group.
  • Step 3: Tick the This is a category group checkbox.er-category-group-3
  • Step 4: Select the categories that this group will have by clicking on the left box. To remove categories, click on the right box.er-category-group-4
  • Step 5: Click Save.

Using the category group

To use the category group, just go to Expirations, Add a new Expiration and select the newly created category.

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