Editing a Category

This section describes how to edit an existing category using the Category Wizard. You can access the Category Wizard in either of the following ways:

  1. In the Scorecard module double-click on a category name.

Or

  1. In the Setup module select Categories from the Setup drop-down list. The Setup Categories hierarchy appears.
  2. Select a category from the list of available categories and click "" from the toolbar. The Category Wizard appears.

The Category Wizard includes the same steps used when creating a new category:

  • Step 1- General: In the General step you can edit the category Name, Identifier, Description and Owner. For more information refer to Step 2: Entering General Category Information.
  • Step 2-Defining Category Properties: describes how to set the data properties, including data type, value type, validation and reference value for the category. For more information refer to Step 3: Defining Category Properties.
  • Step 3 - Setting up a Schedule: describes how to set the default schedule for category updates. For more information refer to Step 4: Setting Up a Schedule.
  • Step 4-Entering Data Source Information: describes how to set up calculations for the data source of the category. For more information refer to Step 5: Entering Data Source Information.
  • Step 5-Entering Dashboard Information: describes how to set up dashboard links for the category. For more information refer to Step 6: Entering Dashboard Information.
  • Step 6-Viewing In Folders Information: describes how to view category's current home folder or determine a new one. For more information refer to Step 7: Viewing In Folders Information.
  • Step 7-Defining Security Permissions: involves defining access rights to the data displayed in the item cells and is described in Security.
  • Step 8-Entering Knowledge Information: describes how to enter knowledge for the object. For more information refer to Step 9: Entering Knowledge Information.