The traceable category administration page is reached using File > View/Edit Traceable Categories.
Adding New Categories
- Click “Add Category”
- Enter the desired category name.
- Click “Create Category”
- The new category will now be available for use
Removing existing categories
- Select the category to be removed
- Click “Remove Category”
- If there are instruments assigned to the category, these will need to be re-assigned. Click yes to reassign immediately or click no to leave the items unassigned for later assignment. Please note unassigned instruments cannot be used.
- Removed Categories are not deleted from ProSet, only deactivated, because then they can be reinstated if removed in error or needed again in future.
Merging Existing Categories
- Click “Merge Categories”
- Select the category to be merged. Instruments assigned to this category will be moved to the new category, and this category will be deactivated.
- Select the category to be merged into. Instruments from the category being merged will be assigned to this category.
- Click “Merge Categories”
- Click “Yes” to confirm the merge, or click “No” to cancel the merge.