Categories

You can create and manage categories in your organization to divide your templates into topics that have shared characteristics. Categories are module specific and can be applied as another layer of permissions to drive security within the module.

Each template must be associated with at least one category. You can associate categories to a template in Template Properties > Category association. In the Templates manager page, under Filters, you can also filter your templates by categories.

In User assignments, you must designate categories as part of the assignment. For more information, see User assignments.

By creating categories, you can partition the module into smaller areas that can help define the module’s purpose.

For example, you could break your module down into four different categories, such as:

  • Work types

  • Disciplines

  • Processes

  • Subcontractors

Categories can be created for anything you need based on your company’s business processes.

Considerations

  • You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.

  • To activate the module, you must add at least one category created, in addition to a published template.

  • You cannot delete categories that are designated in user assignments or used in published templates.

Steps

To navigate to Categories, see steps to access organization level settings in Settings overview.

Add a category

  1. Click the Add category icon.

  2. Enter the category name, and then click Save.

Delete a category

  1. Select a category or categories.

  2. Click the Delete category icon.