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Categories

Under ‘Admin’ > ‘Categories’ you can Add, Edit or Delete/Disable any existing categories and sub-categories.

Q: How do I add a new category?

New categories can be added by an Admin key holder in school.

Step 1: Navigate to the ‘Admin’ area > ‘Categories’ tab and click on the ‘New Category’ button (in the right-hand corner).

Step 2: Complete the ‘New Category’ form

  • Name: enter the name of your new category
  • Colour: select your preferred colour for the new category lozenge
  • Parent Category: please choose the category you would like the category to fall under. *Sub-categories only, for top level categories please leave ‘Parent Category’ blank.
  • Lastly choose the ‘User Group Permissions’ for the new category, explained below:-
    • View Students – would you like the users in this group to be able to view students monitored for this category
    • View Incidents – would you like the users in this group to be able to view the incident details for this category
    • Add Incidents – would you like the users in this group to be able to add new incidents to this category
  • NB the View Students and View Incidents permissions only apply to Key Holder in the user group
  • Lastly, click ‘Save Category’

When adding an incident to the system any sub-categories will be displayed for selection once a parent category is chosen.