Overview
Attachment Categories are categories which can be added for file attachments to organise the files in the tab. Category structures will probably need to be more comprehensive than the above to afford meaningful reports of the kind of work being done by Users. One way of using Categories to more accurately describe the kind of work is through the use of Sub-Categories or even Sub-Sub-Categories. Vivantio can accommodate any level of Sub-Categories. When designing a category structure is recommended that a consultative and evidence based approach be adopted that considers not only Users’ experience but also the data that can be elicited from historic work records, if available.
GuidanceNavigate to the Admin Area > System Areas > Select the System Area e.g. Ticket > Configuration > Ticket Categories / Attachment Categories / Note Categories |
| Add Top Level Category - Click 'Add Top Level Category' - Enter the name - Click 'Save' | |
| Add Sub Category - Highlight the main Category - Click 'Add Sub Categories' - Enter the Name - Click Save Please Note: You can add as many sub-categories as you need | |
Edit a Category | |
| Delete a Category - Highlight the Category you wish to delete - Click 'Delete' Please Note: This will also delete any Sub-Categories | |
| Sort Alphabetically - Click 'Sort Alphabetically' - The will sort the list in alphabetical order Please Note: this action is not reversible | |
| Expand All - Click 'Expand All' to show the Top Level Categories and Sub- Categories | |
| Collapse All - Click 'Collapse All' to only show the list of Top Level Categories | |
Reviewed: 28 March 2023