In the following article we will guide you on how to create customized categories.
GENERAL - CUSTOMIZED CATEGORIES
With these categories you will be able to classify the information within the platform and view more detailed reports with the information required by the organization. You can create categories to classify courses, trainings, costs, employees, and surveys.
Note: these categories are intended to be used as the main element of the report.
In order to access, follow the path USER>>> MY COMPANY>>> GENERAL>>CUSTOMIZED CATEGORIES (see images).
In this section you can edit or delete existing categories and add new categories. To add a new category, select the section you want to create and click on "add new" and it will look like this (see image). You will need to fill in the requested information and activate or deactivate the options accordingly.
The same steps must be followed for each of the available options. (COURSES, TRAINING, GENERAL COSTS, EMPLOYEES AND SURVEYS).
It is important to click on CREATE AND EDIT in order to see the changes on the platform.
Remember, if you need assistance or have any questions you can contact us through our chat or email. We are happy to help you!
