Add a Site Category
All categories, including Site Categories, are used to set up a predefined list of elements that can then be applied throughout the Safefood360° modules without having to type these categories twice, or to remove the fear of an operator not knowing the correct category that should be selected. Site Categories can be can be selected in the Scope of Approval section of the Approval workflow of a Full Assessment Record in the Supply Chain Management module. Examples of Site Categories can include Food Processing Sites, Storage Sites, etc.
Image: Blank Site Category Setup Page
1. Name: Enter the name of the required Site Category. [Mandatory]
2. Folder: Place your Site Category into a folder to keep your data organised. If you do not have many different Site Categories to add, you can add them to the grey default system folder called 'Site Category'. To add a new folder or sub-folder, click 'New Folder' and then name it. The changes will be automatically saved when you click outside of the box.
3. Description: Add a Description of the Site Category to help other system users to better understand when this Site Category is applicable and should be selected.
Image: Click 'Save' to Save the Site Caetgory
1. Save: Click 'Save' to save your Site Category. You will not be able to 'Save' the Category until all mandatory fields have been completed (Name). When the Site Category is saved, it is placed in the general 'Categories' tab in the Categories module.
2. Cancel: Click the 'Cancel' button to cancel your progress and return to the main Categories page. Clicking 'Cancel' will cause you to lose all of your progress without the possibility of recovering any of the information previously entered.
Image: Completed Site Category Setup Page Before Save
Image: Saved Site Category
Image: Filtering Site Categories in the Main Categories Module Page
