Creating and removing a category
You create new categories by dragging keywords to the Categories tree. You can also create categories by copying keywords and pasting them in the Categories tree. You can remove a category from the Categories tree at any time.
Note: If you delete a category that is used to categorize a study object or user, the category and all child categories below it are deleted. Study objects and users are no longer searchable by the deleted categories.
To create a category:
- Click the Catalog button.
- In the Catalog section, click one of the following links:
- Study Objects—The Study Objects Catalog workspace appears.
- Users—The Users Catalog workspace appears.
- In the Keywords list, select a keyword and drag it to the desired location in the Categories tree.
- To add the keyword below a specific category in the Categories tree, drag the keyword to that category.
- To add the keyword to the highest level of the Categories tree, drag the keyword to blank space in the Categories section.
or
In the Keywords list, right-click a keyword, and select Copy. In the Categories tree, right-click a category, and select Paste.
- Click Save.
To remove a category:
- Click the Catalog button.
- In the Catalog section, click one of the following links:
- Study Objects—The Study Objects Catalog workspace appears.
- Users—The Users Catalog workspace appears.
- In the Categories section, right-click the category that you want to remove, and select Remove, or press Delete.
- Click Save.
