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Cost Category

Select Administration>Selections>General>Cost Category to add or edit a cost category.

When a Cost Category is created, it can be marked as ‘Confidential’. This allows the Responsible Person/Incident Team Leader or a user with access rights to choose whether or not the cost will be hidden when that Cost Category is associated with the Investigation. Setting a Cost Category as ‘Confidential’ does not force it to be hidden; it simply gives the Responsible Person/Incident Team Leader the right to choose as it whether or not it applies to each Incident. However, if this option is not selected, the Responsible Person/Team Leader is not allowed to mark the entry as ‘Confidential’.

When the Cost Categories are assigned to an Incident, all Categories assigned to all locations appear in red. Cost Categories assigned to a user's specific location appear in black text. All Cost Categories assigned to a user's location and to all locations appear in each Investigation.

Add/Edit Cost Category​

The user navigates to Administration>Manage Selections.

Note

This function can only be performed by permissions associated to an Administration token.

  1. In the left pane under General, select Cost Category.
  2. Click on the Add Selection.
  3. A new entry will be in the list called "New Selection"
  4. Click on New Selection and a grid will be displayed.
  5. Click Edit - the user will have the ability to Change the Display Value.
  6. The user can also add a description of the cost category.
  7. Once the Display has been changed, click the update button. The Selection will be updated with the new display value in the list.
  8. The check box above the grid will set the new selection to Active when checked. If the box is unchecked, the selection is set as Inactive. When the new Item is added, it will be displayed in the tree view to the left of the grid. Selections are not added alphabetically- the user can drag and drop Selections to change the order.

Selections cannot be deleted. Instead the user can make a Selection inactive by following step 8 above.