Categories Sub Tab Navigation

Why Use This Function:

The Categories sub-tab allows you to create, view, and manage compliance categories within the system. You can organise standards and related records into structured categories, search for existing categories using filters, and access category records for review or updates. This screen helps maintain an organised compliance structure and improves navigation across compliance-related information.

The Contents of This User Manual:

• Filters
• Screen Column Action Buttons
• Columns
• Page Options

• This user manual will start on the Compliance tab, Categories sub-tab screen.

• • For details on the categories sub-tab, see Compliance Tab: Navigation and Use.

Filters

Filters allow you to narrow down the results displayed on the categories screen.

• Click on the Default Filter drop-down menu to select the filter style you wish to use, and if additional options are available.

• Click on the Name field to filter by the name given to the Category. 

• Click on the Description field to filter on the description. 

• Click the Update Results button to filter your results.

• Click on the Reset Filters button to clear all the filters you selected.

Screen Column Action Buttons

Additional column options help you adjust the list, refine the search, and display more specific results.

• Click on the Open Row button to open the selected list item so that you can view or edit its information.

• Click on the Select All Results button to select every line in the column.

• Click on the Expand Widths button to auto-fit the column width to the information within all columns.

• Click on the Reset Widths button to restore the original widths after any modifications were made.

• Click on the Sort Columns button to sort the Columns in the order that you desire.

• • For more information on sorting columns, see How to Sort Columns on Reports and List Screens.
    
    

• Click on the Choose Columns button to select the columns that will be displayed on the list.

• • For details on choosing columns, see How to Choose Columns on Reports and List Screens.
    
    

• Click on the Default Layout drop-down menu to select the type of layout that will be used for the screen.

• Click on the Save Layout button to save the current column layout.

• • For details on creating customised layouts, see How to Save Column Layouts on List Screens.

Columns

• Name: The name or title of the identified Risk.
• Description: Provides a detailed explanation of the Risk and its potential impact.

• Double-click on a desired list item.

• The Compliance Category screen will open.

• • For details on the compliance category screen, see How to Add/Edit a Compliance Category.
    
    

Page Options

All the additional options that are available for the page.

• Click on the Previous button to navigate to the previous page.

• Click on the Page Number button to navigate to the desired page.

• Click on the Next button to navigate to the next page. 

• Click on the Items drop-down menu to select the number of items that will be displayed on the screen.

• Click on the Advanced Reports button to generate an Advanced report. 

• Click on the Export to PDF button to save a PDF file of all the data as a comprehensive report.

• • Click the Export to PDF drop-down menu to access the Export Consolidated PDF option, which generates a single document that combines data from multiple sources for an overview.

• Click on the Export to CSV button to save all the list items in a CSV format.