Categories of Need
Location in standard build: Administration > Drop-Down Lists > Categories of Need
The Categories of Need drop-down list can be used for different things depending on your data requirements. It is generally used for organisations that categorise their service users in some way. The Categories of Need field is available for all org/person Types, though not turned on for all Types in the standard build. The Customisable Tab Settings page allows you to turn it on or off for different Types.
Contents
Creating or editing Categories of Need
Clicking on the menu item will show you the list of Categories of Need set up on your system, if there are any. Click on "Enter New Record" to enter a new one (or click on the name of an existing one to edit it).
You can now add the following information:
- Name of the category
- Details (for information on this screen only; not shown on any data entry screens or reporting outputs)
- Display Order
- Active Category? - whether this category is to be available on the system or not
Click "Save Details" when done. You will be returned to the list with the new category added.
Seeing which orgs/people have each Category of Need selected
Each option in the Categories of Need list has an associated number in the column headed "Number of Orgs/People Usages".
Clicking on the number (if it isn't zero) will show you which orgs/people have this option selected.
Reporting Outputs
Information entered against the Categories of Need you set up on this page is available in the following places:
- As part of Data Extractions (as a filter and an output).
Rob Kay - manual author (talk) 13:45, 23 April 2015 (BST)
