Define the categories, subcategories, subjects and descriptions

Lola Ricca -

When you define the categories, subcategories, subjects and descriptions, you have 3 options:

 

  • Edit
  • Import from Excel
  • Import structure from another project

The function Edit gives you the possibility to add categories, subcategories, subjects and descriptions in the application.

 

If you want to edit the categories, subcategories, subjects and descriptions you should click on Edit.

 

For this you would have to click on the Screen_Shot_2017-06-27_at_16.12.23.png:

  • Add categories: add a code + fill in the name of the category
  • Add subcategories: add a code + fill in the name of the subcategory
  • Add a subject: fill in the subject
  • Add a description: this is linked to the subject

 

Screen_Shot_2017-06-27_at_16.14.26.png

 

The function Save at the right bottom, gives you the possibility to save all the categories, subcategories, subjects and descriptions.

 

The function add from Excel Screen_Shot_2017-06-27_at_16.18.21.png gives you the possibility to personalize the list with categories from Excel as a .Xls file.

 

Screen_Shot_2017-06-27_at_16.19.22.png

 

With the function Import a structure from another project you can import an already existing structure from another project.

 

Select the project and check the categories, subcategories, subjects and descriptions that you want to use in this project to finally save by clicking on ok.

 

With the function Cancel you can close the frame, without anything being saved to your structure.

Remark: Do not use the same code or description twice

 

 

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