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 […]
Overview When configuring multiple fields, you might need to group them in different tabs on the expiration item screen. This prevents having a long list of fields on the default Custom Fields tab. How grouping fields in tabs work By default, each category has a default tab called Custom Fields where all fields are shown. […]
Overview Besides adding custom fields, you can also delete them as needed. Deleting a custom field Follow these steps to delete a custom field: Step 1: Click on Categories on the top menu. Step 2: Click on the Fields link beside the category. Step 3: Click on the delete link.
Overview Most of the time you’ll also need to store additional information about expiration item besides the information already collected like name, expiration dates, etc. In this cases, you can add custom fields in Expiration Reminder to help you track and store this information. Category fields Custom fields in Expiration Reminder are defined at […]
Overview Category defaults or category templates allows you to set default values to fields used when creating an expiration item. This helps when a large number of items need to be maintained and created. Configuring templates Templates are configured at the category level. If you go any category, you’ll see at the bottom an option […]
Overview Any of categories can be deleted and they will stop showing up in the dashboard and the categories list. Keep in mind that any expiration item created with a deleted category, will still continue to work. Deleting a category To delete a category follow these steps: Step 1: Click on Categories on the top […]
Overview You can create as many categories as needed in Expiration Item. In fact, the more you can categorize your items, the more flexibility you’ll have any searching, filtering and configuring. Creating a category To create a category, follow these steps: Step 1: Click on Categories on the top menu. Step 2: Click on Add a new […]
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 […]