Customize Form

The administrator has the ability to make adjustments to the categories in the registration form. Please note that a category that has registered deviations cannot be deleted. However, it can be removed from the registration form to prevent further deviations from being recorded under that category.

In order for the reports to be comparable over a period, it is important that the categories remain unchanged during the given time period. We therefore recommend carefully reviewing the categories you wish to use before implementing the system.

Note: If there is a need to expand system fields (other than simple categories in the deviation system), this must be done by Simployer’s consultants.

Add a New Category:

1. Go to the Forms tab in Administration.
2. Enter the name of the new category in the Name field.
3. If you wish to describe the category further, you can do so under Tip Text. This text will appear when the category is hovered over with the mouse pointer.
4. Click the Create button.

Remove a Category from the Registration Form:

1. Go to the Forms tab in Administration.
2. Check the box next to the category you wish to remove.
3. If no deviations have been registered under this category, you can delete it by clicking Delete. If there are already registrations under this category, you cannot delete it, but you can deactivate it so that it is no longer active.

The category will then be removed from the registration form, but it will appear in reports where it was used during registration.