Modify Header Categories

You must have the default Administrator role or a custom role that includes the following permissions to modify header categories:

  • Quality > Evaluations > Full Control
  • Quality > Evaluation Forms > Full Control

To modify a Header Category:

  1. From the Manage Header Categories window, select or highlight a category that needs modification.
  2. Click Modify in the mini ribbon bar.
  3. If the Category is used in any saved evaluation form, then the “This category is in use by one or more evaluation forms and cannot be modified” error is displayed. Create a New Category.
  4. If the Category is not selected in any saved evaluation form, then the user can rename the Category.
  5. Click OK to save. The new Header Category will be updated with the new name in the Manage Header Categories tree.

To modify a Header Category choice:

  1. From the Manage Header Categories window, select or highlight a Category choice that needs modification.
  2. Click Modify in the mini ribbon bar.
    1. If the Category choice has been selected in any Started or Completed evaluation, then the “This category choice is in use by one or more evaluation forms and cannot be modified” error is displayed. Create a New Category or add a New Choice.
    2. If the Category choice has not been selected in any Started or Completed Evaluation, then the choice can be modified. Rename the choice. The choice will update across all active and inactive forms.
    3. If the Category is not selected in any saved evaluation form, then the user can rename the Category choice.
  3. Click OK to save. The new Header Category will be updated with the new name in the Manage Header Categories tree.