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- Login as an Administrator.
- Navigate to 'Custom Catalogues' (CatalogueMaintenance.aspx).
- Search for the Catalogue either by Code or Description.
- Select the Catalogue record via radio button.
- Click 'Configure Catalogue'. The advanced catalogue maintenance screen will load.
Click the 'here' link to begin creating categories.
The first category will appear. Select the category name and overwrite it as required (no commas or backslashes should be used).
Right-click on the category which has just been created, and select one of the following options to create another category:
- New Child Category
- Copy Category
New Parent Category
Tip When creating a new Child category, be sure to right-click on the Parent category to which it belongs, before selecting 'New Child Category'. This will ensure the hierarchy is as intended.
- For each new category created, assign a name.
- Click the 'Save' button.
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