Setting Categories

Set categories to categorize report forms.
The following categories are preset in advance: They cannot be changed, moved, and deleted.

  • (Root):
    "(Root)" is the top-level category that categories created by system administrators are under it.
  • (Uncategorized):
    The category contains report forms not categorized in any categories system administrators created.

Categories are displayed on the screen to create reports (select report forms) of users.

Create reports screen

Adding Categories

Add categories. Categories can be layered.
You cannot add categories under "(Uncategorized)".

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Application settings" tab.

  4. Click MultiReport.

  5. Click Report forms.

  6. On the "Report forms" screen, click Add category.

    To add subcategories, select the parent category, and then click Add category.
    Screenshot: Link to add a category is highlighted on the Request form list screen

  7. On the "Add Categories" screen, enter the category name in "Subject" field.

    You should set category names.
    Clicking "Add localized name" allows you to set category names in multiple languages.
    If you do not set the category name in the user preference language, the default category name is displayed.
    The following languages can be set:

    • 日本語
    • English
    • 中文(简体
    • 中文(繁體
      Displayed in Traditional Chinese.
    Screenshot: Entering a category name on the screen to add a category

  8. Enter the category code field.

    You should set the category code.
    This is a unique code for identifying categories.
    Image of entering a category code

  9. Optionally, enter a description of the category in the Notes field.

    Image of the memo field

    The details entered are displayed on the user screens.
    Image of the user screen

  10. Confirm your settings and click Add.

Changing Categories

Change the settings of a category.
You cannot change the settings for "(Root)" and "(Uncategorized)".

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Application settings" tab.

  4. Click MultiReport.

  5. Click Report forms.

  6. On the "Report forms" screen, select a category, and then click Details.

    Screenshot: Link of Details is highlighted on the Report forms screen

  7. On the screen for category details, click Save.

    Image of the Save link surrounded by the red rectangle box

  8. On the screen to change categories, set the necessary items.

  9. Confirm your settings and click Save.

Moving Categories

Move categories.
When you move categories, report forms and its subcategories in the category are also moved.
"(Root)" and "(Uncategorized)" cannot be moved.

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Application settings" tab.

  4. Click MultiReport.

  5. Click Report forms.

  6. On the "Report forms" screen, select the category to move, and then click "Details".

    Screenshot: Link of Details is highlighted on the Report forms screen

  7. On the screen for category details, click "Move".

    Image of a move action link

  8. On the screen to move categories, select the parent category to move to.

    You can search for categories to move categories into by entering keywords and clicking "Category search".
    Clicking a category name moves to the category.
    Screen to move categories

  9. Confirm your settings and click "Move".

Reordering Subcategories

Reorder subcategories.
You cannot change the orders for "(Root)" and "(Uncategorized)".

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Application settings" tab.

  4. Click MultiReport.

  5. Click Report forms.

  6. On the "Report forms" screen, select the category to reorder subcategories, and then click "Details".

    Screenshot: Link of Details is highlighted on the Report forms screen

  7. On the "Category details" screen, click Reorder subcategories.

    Image of reordering subcategories action link

  8. On the screen to reorder subcategories, you can change the order of subcategories.

    Screen to reorder subcategories

  9. Confirm your settings and click Save.

Deleting Categories

Delete categories.
Deleting categories deletes subcategories in them. Report forms in the deleted categories and subcategories are moved to "(Uncategorized)".
You cannot delete "(root)" and "(Uncategorized)".

Steps:
  1. Click the Administration menu icon (gear icon) in the header.

  2. Click "System settings".

  3. Select "Application settings" tab.

  4. Click MultiReport.

  5. Click Report forms.

  6. On the "Report forms" screen, select a category, and then click Details.

    Screenshot: Link of Details is highlighted on the Report forms screen

  7. On the screen for category details, click Delete.

    Image of a delete action link

  8. Click Yes on the page to delete categories.