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Value Categories Mini Directory

The Value Categories Mini Directory further categorizes Value entries with user-defined categories.

NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.

To add a new Value Category, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Category field of the new entry to enter edit mode. Category is a required and unique field. Up to 35 characters can be entered in the Category field. New Value Categories are Active by default.

Reports such as "Value Code Information for a Case" can be run to filter for Value entries by Value Categories.

To delete a Value Category, click the delete icon to the far right of the entry.

  • Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.

  • Click the No button to abort the deletion.

Click the Save button to keep your changes.

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