The Goal: Add a Sub-category beneath an existing Objective Category (or another Sub-category) to create deeper organizational hierarchy within a Collection.
Before You Begin:
- At least one Objective Collection and at least one top-level Objective Category must already exist.
- Sub-categories can be nested within other Sub-categories for very granular organization.
Step-by-Step Instructions
- Go to Events & Learning, Continuing Education section, click Objectives.
- Click the name of the Objective Collection you wish to work with.
- Click the Folder icon in the Actions column of the Category or 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 Sub-category.
- Description: Description of the Sub-category.
- Click Done.
NOTE: You can add Sub-categories to other Sub-categories by clicking the Folder icon in the Actions column of the Sub-category and completing the steps above.
Common Pitfalls
- Using the wrong icon: The Folder icon creates a sub-category; the plus icon adds an Objective. Make sure you are clicking the correct icon in the Actions column.
- Parent category not configured with a code: If the parent Category does not have a Code, the Category Code field will not auto-fill. This is expected; the field is optional.Changes applied:
- Rule 2 (Form B): "On the Objectives tab" → "Go to Events & Learning, Continuing Education section, click Objectives"
- Rule 4: "the Objectives tab" (main-nav tab) → "Objectives" page reference updated throughout