Managing Categories

Managing categories involves:

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

To manage categories, follow these steps:

1. In the Codesets Workspace pane, right-click a category.
   
2. Use the following options:
   
   New Sub Category
   Use this option to create a sub-category and group codesets further.
   Delete Category
   Use this option to delete a category that is no longer required. Deleting a category also deletes codesets in it.
   New Codesets
   Use this option to create new codesets. For more information on creating new codesets, refer to the Adding Codesets topic.
   Export Codesets
   Use this option to export codesets to an XLSX file.
   Delete Codeset(s)
   Use this option to delete one or multiple codesets in a category. On the Delete Codesets page select a codeset(s) and delete them.
   Export Category Codesets
   Use this option to export the category codesets to an XLSX file.
   Import Codesets
   Use this option to import codesets from another category. On the Import Codesets page you can browse and upload files.
   Assign Users
   Use this option to assign users to a category based on your organization's projects, departments, functions, and so on. On the Assign/Unassign Users page, select or remove users and click . For more information on assigning users, refer to Assigning Users topic.