Creating Categories

Codes are stored in a hierarchical manner Categories > Codesets. You can group codesets into categories based on your organization’s projects, departments, or functions. Therefore, before creating codesets, you need to create a category. You can also create sub-categories to group codesets further.

To create categories, follow these steps:

1. Go to Application Menu > Data Catalog > Codeset Manager.
2. In the Codesets Workspace pane, right-click the Codesets node.

3. Click New Category.

The New Category page appears.


4. Enter the Category Name and Category Description.

For example:

• Category Name - EDW
• Category Description - This category contains three codesets, Country Codes, Gender, and Marital Status.
5. Click .

A category is created and saved in the category tree.

Once a category is created, you can:

• Assign users to the category
• Add codesets to the category

You can also manage it using the options available on the right-clicking category. Managing categories involves:

• Updating categories
• Creating sub categories
• Deleting categories
• Creating new codesets
• Exporting codesets
• Deleting codesets
• Exporting category codesets
• Importing codesets
• Assigning users