Manage Categories

Effortlessly Create or Edit Categories in SecureDB

Managing categories in your SecureDB application is straightforward and efficient. Whether you’re adding new categories or editing existing ones, the process is designed to be user-friendly. Here’s how you can do it:

1. Accessing Manage Categories:
   • Use the navigation panel to select Administration >Manage Categories.
2. Viewing Categories:
   • On the Manage Categories page, you’ll see all the categories created within the application. These categories might include Feedback and Objectives, accessible based on your role permissions.
3. Editing a Category:
   • To edit a category, simply click “edit” next to the category you want to modify. You can then change the name of the category or update the options covered below.
4. Adding a New Category:
   • To add a new category, click the “Add New” button at the top of the page.
   • Choose the Category type – either Feedback or Objective. Remember, Objectives are measurable goals set over a prolonged period, while Feedback is measured in the moment.
   • Enter the name for your new category.
5. Feedback Category Options:
   • Global? – If the feedback category is applicable to all users regardless of reporting structure (like Company Policy or Training & Development), select “Global” as the scope.
   • Feedback Permissions – Select users that Can Score In the Category, users that Are Scored In the Category, or select Roles and Teams that Are Scored In the Category.
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6. Objective Category Options:
   • Scope – Choose whether the objective category will be Individual, Role, or Team based.
7. Organizing with Category Groups:
   • After creating your categories, you can further organize them by adding Category Groups. This makes viewing and managing categories on the Dashboard even more convenient. For more on this, visit Category Groups.
8. Need Help?:
   • If you require additional assistance or have questions, please don’t hesitate to contact your account manager or visit our Support Center.

Creating and managing categories is a simple and efficient process in SecureDB, designed to enhance your experience and streamline your workflow.