Managing Journal Categories

This article will walk you through the creation and editing of Journal Categories, a feature available to system admins.

TABLE OF CONTENTS

• Permissions and Access
• Creating a new Journal Category
• Editing Existing Categories

Permissions and Access

In order to edit Journal Categories, you'll need the relevant permissions. A user with the appropriate permissions can grant you these following the below steps:

1. Click Settings
2. Click Users
3. Edit the user requiring the permission
4. Grant the "Manage Journal Categories" permission
5. Save changes
   
   

With the above steps completed, that user will now be able to create and edit Journal Categories for any modules they have access to.

Creating a new Journal Category

Once you have the correct permissions, you will be able to edit and create new categories.

Follow the below steps to create your new category:

1. Click Settings
2. Click Journal Categories
3. Click "Add New Category"
4. Fill in the details of your new category

Category Name:       How you would like the category to appear to users
Display Colour:      The colour of the category when used on a journal entry
Restrict to Roles:   Restrict usage to specific user roles
Restrict to Modules: Restrict usage to specific modules e.g. HPA2
Restrict to Types:   Restrict to specific types of case/records e.g. HPA2 Clients

You now have created your first Journal Category, well done! 

Editing Existing Categories

After a category is created, you can come back and edit its configuration at any time. Follow the below steps to do so:

1. Click Settings
2. Click Journal Categories
3. Amend as required