- On the Objectives tab, click the name of the Objective Collection you wish to work with.
- Click on the Folder icon
in the Actions column of the Category/Sub-Category to which you wish to add a sub-category.
- In the Add Objective Category window, configure the following:
- Category Name: The category name will be set to the parent category/sub category used to create the new sub-category.
- Category Code: this will auto-fill if the parent category/sub category has it configured.
- Code: Similar in function to the Collection Code, used for organization and reporting.
- Name: Name of the Category
- Description: Description of the Category
- Click Done.
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NOTE: You can add Sub-categories to other Sub-categories by clicking on the Folder icon |