Create Document Categories
Before you can create Library Items, you will need to set up Document Categories.
You must be a Bulletin Admin to create or edit Document Categories.
- Select .
- Select the Document Categories button.
Select the +Add button.
Note: To modify an existing category, select that category from the drop-down field on the Manage Document Categories page. Note that library items are listed under the Library Items header in the drop-down list.
- In Add New Category, enter the name of the category for your reports. This will be the name of the category under which associated library items will be found
- In Pick a Type, select Library Items.
This opens the Category section on the page.
- To modify the category name at any time, select rename next to the category name.
Add an employee group to the category by selecting
a group from the drop-down under Employee Groups That Have
Access. Then select Add.
You can add multiple employees to the same categories. Only users assigned to this category will be able to see the associated Library Items on their Library Docs page. See Create Employee Groups for help setting up employee groups.Note: Only a System or Security Admin can create or modify employee groups.
To delete a category, select it from the
Category drop-down, and then select
Note: Library categories may be deleted only if they are not associated with any Library Items.