Information Category

Definition

Categories are created to bring information dealing with the same subject together. This makes them easier to find.
Information categories are all about how you want to arrange the order of the fields, how they are displayed in the Case Manager.
Examples of information categories are 'Personal Details', 'Investment Objective', and 'Account Information'.
Each field can be belong to only one category.
The order in which Information Categories appear in a case, is determined by the order they have in the configuration. Find details on how to change this order here.

Options

These are your options:
Option
Description
Key
Provide a key that can be used in the system to refer to the information category.
Name
The name in English, chosen when the category was created, describing what the information grouped in the category is about.
Add Category to Tab
Group categories that fit well together under a single tab. This makes them even easier to find in the Case Manager.
Create Information
Create a new information field, which you can then add to a category.

Interactions

Information categories interact with:
    Tabs: make navigation even more intuitive by grouping information categories that belong together into a tab. For example, all information categories that hold data about a person ('Personal Details', 'Contact Details', 'Employment Information', etcetera) can be grouped in the Tab 'Parties', which holds all information on the parties relevant to the case at hand.
    Information: Information categories order the fields holding information in any order that suits you best. Categories ensure you can have the information piece First Name appear before Last Name, for example.
Last modified 6mo ago