Document Category

Overview

Refers to the general category of the documents in the system to classify varios forms. This is useful for the site admin during set-up of document library.

 

Navigation

Catalogues ► Document Category

 

Document Category screen Fields

Field

Description

Code

Unique identification code.

Active

Active status - if checked Document Category is active.

Description

Description of the Document Category.

 

Procedure

User: Admin

  1. User is logged into the system.
  2. User goes to Document Category option.
  3. System presents Document Category form.
  4. User clicks on ‘Create’ Button.
  5. User fills out the Document Category information form presented by the system.
  6. User clicks ‘Save’ button to save the Document Category information.
  7. If users does not save the Document Category information, system does not record it and shows error message.