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    Category Grouping

    Setup a Grouping for a Category in RMS.

    Decision Tree

    Groupings can be setup and applied to Categories to simplify reporting on multiple items together.

    • Information
    • Setup
    • Add Button

    Information

    Groupings can be setup and applied to Categories to simplify reporting on multiple items together.

    Category Groupings can be used to track Category performance across a range of reports or to filter the display by a set Grouping option.


    Users will require Security Profile access to use this feature.


    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Lookup Tables > Grouping in RMS.
    2. Select the 'Add' icon.
    3. Select the Group Heading as 'Category'.
    4. Enter a Grouping Description.
    5. Save/Exit.
    6. Go to Setup > Category/Area in RMS.
    7. Select the 'Edit' icon on an existing Category.
    8. Navigate to the 'Category Details' tab.
    9. Select the Category Grouping.
    10. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to Setup > Lookup Tables > Grouping in RMS.

    Select the 'Add' icon.

    Select the Group Heading as 'Category'.

    Enter a Grouping Description.

    Select 'Save/Exit' to store the changes made.

    Go to Setup > Category/Area in RMS.

    Select the 'Edit' icon on an existing Category.

    Navigate to the 'Category Details' tab.

    Select the Category Grouping.

    Select 'Save/Exit' to store the changes made.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Lookup Tables > Grouping in RMS.
    2. Select the 'Add' icon.
    3. Select the Group Heading as 'Category'.
    4. Enter a Grouping Description.
    5. Save/Exit.
    6. Go to Setup > Category/Area in RMS.
    7. Select the 'Edit' icon on an existing Category.
    8. Navigate to the 'Category Details' tab.
    9. Select the Category Grouping.
    10. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to Setup > Lookup Tables > Grouping in RMS.

    Select the 'Add' icon.

    Select the Group Heading as 'Category'.

    Enter a Grouping Description.

    Select 'Save/Exit' to store the changes made.

    Go to Setup > Category/Area in RMS.

    Select the 'Edit' icon on an existing Category.

    Navigate to the 'Category Details' tab.

    Select the Category Grouping.

    Select 'Save/Exit' to store the changes made.



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