Overview
Categories can be added to your Procentive database to collect and report on information unique to an organization’s needs.
Request Module
Send a support ticket to Procentive and request this module be added to your database. Once Procentive confirms the module is available, you can continue with the set-up steps below.
Set-Up
- Go to Settings Module
- Click on the Setup Tab.
- Scroll to bottom of page to locate Categories section.
- Select the next number in Number of Client Categories to Use.
- For example: Change None to 1, 1 to 2, etc.
- You may notice a new field open to name the new category; however, do not name it just yet.
- Click Change.
- The screen will scroll to the top once this information has been saved.
- Scroll back down to the Categories section.
- In Name: Add County
- In Plural: Add Counties
- Click Change.
- Refresh your screen.
- You should now see the Categories Module in the module list to the left.
Define Category Options
What you are doing here is creating options to populate a drop-down.
- Click on Categories Module.
- Click Add.
- An Add Categories window should appear.
- An Add Categories window should appear.
- Number: Add C0010 (the C is for Client).
- Name: Add None.
- Kind: Choose County.
- For: Choose Clients.
- Click Save.
- Repeat for all necessary options
- Example: Add C0020 and name it Anoka, then add C0030 and name it Washington, etc.
Where to Track
- Go to the Clients Module.
- Open a Client Record.
- Click on the User Defined tab.
NOTE: This field is available in Report 3400 Client General Report, as a filter.