Create an Objective Sub-category

Michael Samuelson

Mar 20, 2023

1397

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.

NOTE: You can add Sub-categories to other Sub-categories by clicking on the Folder icon

in the Actions column of the /Sub-Category and complete the steps above.