- 1. Create a new loss category
- 2. Overview the list of loss categories
- 3. Modify the loss category
- 4. Manage loss types within loss categories
- 5. Change loss caterogy for all loss types within it
Loss categories
1. Create a new loss category
A new loss category can be created and described within the "New category" pop-up
Click on the Loss categories widget to proceed to the main page.
On the main page, click on the button "New category" to open the pop-up.
In the pop-up, fill in all mandatory fields with the desired data and click on the button "Save".
In the notification pop-up, click on the button "Yes" to insert a new category.
A new category will appear on the main page.
Loss categories
2. Overview the list of loss categories
All loss categories can be viewed in the main page table together with the detailed information containing the number of loss types created per each category. Moreover, the data can be filtered.
Click on the Loss categories widget to proceed to the main page.
The main page shows the list of loss categories with detailed information containing the number of loss types created per each category.
Loss categories can be ordered. Click on the header column named "Loss category name" to order loss types by their names.
The main table will order loss categories by their names.
Loss categories can be filtered. Fill in the "Loss category name" filter with a desired loss category name. Click on the button "Apply".
A list of loss categories with the corresponding data will appear in the table.
Loss categories
3. Modify the loss category
Loss categories can be modified or deleted if necessary.
Click on the Loss categories widget to proceed to the main page.
Click on details (lens icon) on the desired loss category to proceed to the detail page.
In the tab Details, change data in the desired fields (mandatory fields must be filled in). Click on the button "Save" to apply new settings to the loss category.
The notification pop-up appears. Click on the button "Yes" to save changes.
A loss category will be updated with new data.
A loss category can be deleted. Scroll to the page and click on the delete button (trash icon) to remove the desired loss category.
The notification pop-up appears. Click on the button "Yes" to delete the loss category.
The loss category will disappear from the main table.
Loss categories
4. Manage loss types within loss categories
A loss type within a certain loss category can be managed in the way one needs to shift it to another loss category.
Click on the Loss categories widget to proceed to the main page.
Click on details (lens icon) on the desired loss category to proceed to the detail page.
Select the tab "Contents".
In the tab table, to move loss type to another loss category click on the select which is in table column named "Loss category" to open a drop-down menu and select the desired loss category.
The notification pop-up appears. Click on the button "Yes" to save changes.
The loss type is moved to the selected loss category at it will disappear from the tab table.
Loss categories
5. Change loss caterogy for all loss types within it
Loss types of the loss category can be managed in a massive way, moving all loss types belonging to a certain loss category to another one using the "Change category" pop-up.
Click on the Loss categories widget to proceed to the main page.
Click on details (lens icon) on the desired loss type to proceed to the detail page.
Select the tab "Contents".
Click on the button "Change category" to open the pop-up.
To move all loss types of the selected loss category to another loss category click on the select to open a drop-down menu and select the desired loss category. Click on the button "Save".
All loss types are moved into another loss category and they will disappear from the tab table.