'How To' Guides / Edit Categories

Categories may need to be altered for a number of different reasons:

• to add a new category
• to remove an existing category
• to change the order of the categories
• to amend the name or the returned value of a category

Go to the service where you need to amend the categories and click on the “Edit Categories” button at the top of the screen:

This will open the Categories screen:

To add a new category, click on the “Add Category” button at the top of the screen. Fill in the Category value and the Return value. Click Done when finished.

To delete an existing category, click on the Delete button to the right of the category you wish to delete.

To amend a category name or returned value, click on the value you wish to edit and update it. Click Done when finished.

To change the order of the categories, use the up/down arrows to the left of the category you wish to move. Click Done when finished.