Overview

Categories are one of the main drivers for Expiration Reminder configuration. They describe the different types of items that are tracked in the application. They also drive the custom fields for the items, the email templates to be used for notifications and the templates to be used when creating new items to accelerate data entry.

What can be a category?

Any type of item being tracked can be a category. For example:

If you’re tracking employee certifications on the medical field, your categories can be:

  • Nurse certification
  • First Aid certification
  • Paramedic certification

If you’re tracking employee certifications in the construction field, your categories can be:

  • Asbestos management certification
  • Forklift operator certification
  • Heavy trucks operator certification

If you’re tracking permits in real state field, your categories can be:

  • Fire permit
  • Sprinkler permit
  • Elevator permit
  • Building permit

If you’re tracking contracts in the insurance field, your categories can be:

  • Life insurance contract
  • House insurance contract
  • Fire insurance contract

Depending on the field your business operates and the type of expirations you’re tracking, your categories might be different.