Administrationimport { Callout, Steps } from ‘nextra/components’
Manage Categories and Criteria
Goal: Maintain category structures and criteria so records can be organised consistently across the platform.
Before you start
- You must have permission to manage administration categories.
- Confirm whether the category should apply broadly or only to a specific yacht or process.
- Check existing categories before creating a duplicate.
[PLACEHOLDER: screenshot - Categories tree showing parent and child categories]
Manage categories
Open Administration from the main navigation.
Open Categories
Open the category management area.
Review the tree
Find the parent category or area where the new item belongs.
Add or edit a category
Create a new category or update an existing one.
Save the category
Save and confirm that the category appears in the correct position.
Use categories carefully
Categories are often reused by several parts of the platform. Before renaming or deleting a category, check whether users already rely on it for filtering, reporting, documents, forms, or workflow-related selections.
Result
The category structure is updated and can be used by the relevant areas of the platform.