Question Bank (Forms) - Categories Tab - Create Category

Categories for questions that are configured for the Form Management question bank are managed from the Categories tab on the Question Bank page.

To create categories, go to Admin > Tools > Core Functions > Form Management. From the Form Management page, click the Question Bank link. This opens the Question Bank page, and displays the Questions tab by default. Click the Categories tab to open the Categories tab. Then, click the Create Category button. Note: The location of the Question Bank page may vary, depending on the configuration of the page in Navigation Tabs and Links.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Question Bank - Manage Grants access to the Question Bank functionality. This permission can be constrained by OU and User's OU. This is an administrator permission. Forms Management Administration

Category

Enter the name of the category, up to 50 characters. The name must be unique.

Active

Check or uncheck this option to activate or inactivate the category. The Active option is checked by default.

Availability

To define the availability, select an organization unit (OU) from the Select OU Criteria drop-down. All OUs that are available for the portal display in the drop-down. One or more OUs can be selected. At least one criteria must be defined.

The availability for the category can be modified, regardless of whether the category is active or inactive.

Save/Cancel

Click Save to save the category to the Categories table.

Click Cancel to cancel adding the category.