Creating preplan categories and subjects
Creating preplan categories and subjects
Objectives:
1. Locate the Preplan Categories
2. Edit the Topic
This guide will help you learn how to create preplan Main Topics and Subjects.
Locate the Preplan Categories
Once in the back office space, select Properties, then Pre-Plan Categories.
Editing the Topic
You can then double click on the dashed text box labeled Main Topic.
(Keep in mind that throughout the back-office interface, any time there is a dashed text box, it can be opened into another window)
The “Main Topic” list will be displayed, and the user can click “New” or simply click the blank window at the bottom of the list to open it for population.
Be sure to exit the interface and find your new Main Topic in the drop down to begin adding categories and subjects.
Click ”New” to add a category
(1).Type in the name of the category you want to create for this Main Topic.
(1).Type in the name of the category you want to create for this Main Topic.
(2) This will populate the Category Title column. You can then create a subject for that category by typing it in the ”subject” window
(3). You can align the new category with the new Main Topic you created
*Once you have created your new main topic, you may choose to have Subjects with categories or categories all on their own, with no subject.
Subjects must be added as categories are added. They can’t be added any way other than by creating a new category.
Subjects can be added to multiple Main Topics and can be used to make categories sortable by subject.
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