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Category
Categories are created to arrange the order of information fields, i.e. how they are displayed in the Case Manager. They bring information dealing with the same subject together. This makes them easier to find.
Each information which is created can only belong to one category. However a category can be shown in multiple tabs.
The order in which Categories appear in a case, is determined by the order they have in the configuration.
An example of a category would be 'Personal Details'. In this category information like first name, last name, date of birth, nationality, etc. are grouped together. If the first name should be asked before the last name and the other information about the personal details, it must be placed at the very top of the 'Personal Details' category.
Another category might be 'Source of Wealth" where all questions concerning the origin of someone's wealth are asked.
Last modified 10mo ago