{"id":3971,"date":"2019-02-15T15:42:45","date_gmt":"2019-02-15T20:42:45","guid":{"rendered":"https:\/\/performancescoring.com\/?p=3971"},"modified":"2025-10-27T16:19:48","modified_gmt":"2025-10-27T21:19:48","slug":"create-or-edit-scorecard-categories","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=3971","title":{"rendered":"Manage Categories"},"content":{"rendered":"\n<p><strong>Effortlessly Create or Edit Categories in SecureDB<\/strong><\/p>\n\n\n\n<p>Managing categories in your SecureDB application is straightforward and efficient. Whether you&#8217;re adding new categories or editing existing ones, the process is designed to be user-friendly. Here\u2019s how you can do it:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-Categories-1-1024x512.png\" alt=\"\" class=\"wp-image-20458\" style=\"width:808px;height:auto\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-Categories-1-1024x512.png 1024w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-Categories-1-300x150.png 300w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-Categories-1-768x384.png 768w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-Categories-1-868x434.png 868w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-Categories-1-980x490.png 980w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Manage-Categories-1.png 1320w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Accessing Manage Categories<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Use the navigation panel to select Administration &gt;Manage Categories.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Viewing Categories<\/strong>:\n<ul class=\"wp-block-list\">\n<li>On the Manage Categories page, you\u2019ll see all the categories created within the application. These categories might include <a href=\"https:\/\/securedb.io\/kb\/?p=12189\" data-type=\"post\" data-id=\"12189\">Factor<\/a> and <a href=\"https:\/\/securedb.io\/kb\/?p=10805\" data-type=\"post\" data-id=\"10805\">Objectives<\/a>, accessible based on your role permissions.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Editing a Category<\/strong>:\n<ul class=\"wp-block-list\">\n<li>To edit a category, simply click &#8220;edit&#8221; next to the category you want to modify. You can then change the name of the category or update the options covered below.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Adding a New Category<\/strong>:\n<ul class=\"wp-block-list\">\n<li>To add a new category, click the &#8220;Add New&#8221; button at the top of the page.<\/li>\n\n\n\n<li>Choose the Category type \u2013 either <a href=\"https:\/\/securedb.io\/kb\/?p=10564\" data-type=\"post\" data-id=\"10564\">Factor<\/a> or <a href=\"https:\/\/securedb.io\/kb\/?p=10805\" data-type=\"post\" data-id=\"10805\">Objective<\/a>. Remember, Objectives are measurable goals set over a prolonged period, while Factor is measured in the moment.<\/li>\n\n\n\n<li>Enter the name for your new category. <\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Factor Category Options<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Global? &#8211; If the Factor category is applicable to all users regardless of reporting structure (like Company Policy or Training &amp; Development), select &#8220;Global&#8221; as the scope.<\/li>\n\n\n\n<li>Factor Permissions &#8211; Select users that Can Score In the Category, users that Are Scored In the Category, or select role and Teams that Are Scored In the Category.<\/li>\n\n\n\n<li><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"481\" class=\"wp-image-17851\" style=\"width: 800px;\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Feedback-Category.png\" alt=\"\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Feedback-Category.png 1117w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Feedback-Category-300x180.png 300w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Feedback-Category-1024x616.png 1024w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Feedback-Category-768x462.png 768w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Feedback-Category-721x434.png 721w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Feedback-Category-856x515.png 856w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Feedback-Category-672x404.png 672w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Feedback-Category-600x361.png 600w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Objective Category Options<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Scope &#8211; Choose whether the Objective category will be Individual, role, or Team based.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Organizing with Category Groups<\/strong>:\n<ul class=\"wp-block-list\">\n<li>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 <a href=\"https:\/\/securedb.io\/kb\/?p=10843\">Category Groups<\/a>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Need Help?<\/strong>:\n<ul class=\"wp-block-list\">\n<li>If you require additional assistance or have questions, please don\u2019t hesitate to contact your account manager or visit our <a href=\"https:\/\/securedb.io\/kb\">Support Center<\/a>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p>Creating and managing categories is a simple and efficient process in SecureDB, designed to enhance your experience and streamline your workflow.<\/p>\n\n\n\n<p class=\"has-text-align-right\">Next up: <a href=\"https:\/\/securedb.io\/kb\/?p=10843&amp;brand=expand\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=10843&amp;brand=expand\">Category Groups<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Effortlessly Create or Edit Categories in Managing categories in your application is straightforward and efficient. Whether you&#8217;re adding new categories or editing existing ones, the process is designed to be [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":14001,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[36],"tags":[140,141],"class_list":["post-3971","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-admin","tag-feedback-categories","tag-objective-categories"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/3971","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3971"}],"version-history":[{"count":9,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/3971\/revisions"}],"predecessor-version":[{"id":20460,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/3971\/revisions\/20460"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3971"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3971"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3971"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}