Managing Categories

Managing categories involves:

  • Updating categories
  • Deleting categories
  • Importing legacy maps
  • Assigning users

To manage categories, follow these steps:

  1. In the Codesets Mappings pane, click a category.

    2. The Category Mapping Grid appears.

  2. Right-click a category.
  3. Use the following options:
    Edit Category
    Use this option to update the category's details.
    Delete Category
    Use this option to delete a category. Deleting a category also deletes the maps in it.
    Import Legacy Maps
    Use this option to import old maps to the catalog.
    Assign Users
    Use this option to assign users to a category based on your organization's projects, departments, functions, and so on.