Create a Category Group¶
Tip
Category groups are used to group together constituents. They can be associated with documents, budgets and studies. This is helpful as it allows a lot of constituents to be linked to a record quickly. Category groups can also be used to automatically link entities to studies.
1. 👆 Navigate to Constituents 👉 "Add New Category Group".¶
2. ✍ Enter information into the fields and choose a "Type" from the drop-down list.¶
Tip
✍️ Enter a Definition and External Ref. if applicable.
3. 👆 Click "SAVE". This opens the screen to select which constituents to add to the group.¶
4. 👆 Click the plus icon next to a constituent to add it to the group.¶
When the constituent has been added it will move to the top table.