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      Adding and editing issue categories

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      What are issue categories?

      Chalkstring contains functionality to monitor and track any issues that can arise that need to be resolved or reported. Issue categories can be created to track this data.

      Issue category examples: 'Snagging & quality control', 'Health & safety concerns', 'Variations', 'Best practice examples'. 

      Once created, issue categories can be used to sort and track issue data.

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      Adding a issue category

      To add a new issue category you will need to have the necessary permissions. If you don't see the options in the steps below but believe you should have these permissions, please speak to your system administrator or contact our support team.

      Steps to add a issue category 

      1. From the left menu bar click the 'Settings' icon, then click the ‘Admin’ icon.
      2. Click the ‘Issue categories’ sub menu.
      3. Click the '+ New issue category' button in the top right.
      4. Enter the 'Issue category' for the issue in the box.
      5. Select a takeoff colour from the drop down. This will be used as the colour marker for any issues added to this category in takeoff.
      6. Click the 'Save' button.

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      Editing issue categories

      If a issue category needs to be updated you can use the edit option.

      Steps to edit a issue category 

      1. From the left menu bar click the 'Settings' icon, then click the ‘Admin’ icon.
      2. Click the ‘Issue categories’ sub menu.
      3. Find the issue category that you wish to edit in the 'Name' section on the left of the page and click on it to view the details. 
      4. Click the 'Edit' icon in the top right of the screen. If you aren't sure which icon, hover over them to see a tooltip.
      5. Make the changes you wish to make.
      6. Click 'Save'.

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      Archiving issue categories

      If you have issue categories that you no longer want to use going forward but that have been used previously then you can archive them.

      Steps to archive a issue category 

      1. From the left menu bar click the 'Settings' icon, then click the ‘Admin’ icon.
      2. Click the ‘Issue categories’ sub menu.
      3. Find the issue category that you wish to archive in the 'Name' section on the left of the page and click on it to view the details. 
      4. Click the 'Archive' icon in the top right of the screen and then click the 'Confirm archive' button that appears. If you aren't sure which icon, hover over them to see a tooltip.
      5. This will leave the issue category record in the system but hide it from dropdown lists.

      Steps to unarchive a issue category

      If for some reason you need to reinstate an archived issue category you can do so with the following steps:

      1. From the left menu bar click the 'Settings' icon, then click the ‘Admin’ icon.
      2. Click the ‘Issue categories’ sub menu.
      3. Scroll to the bottom of the screen and tick the 'Include archived' checkbox.
      4. Find the issue category that you wish to unarchive in the 'Name' section on the left of the page and click on it to view the details. 
      5. Click the 'Unarchive' icon in the top right of the screen and then click the 'Confirm unarchive' button that appears. If you aren't sure which icon, hover over them to see a tooltip.
      6. This will reinstate the issue category record in Chalkstring

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      Deleting issue categories

      Deleting a issue category cannot be undone so only proceed if you are absolutely sure that you want to remove the record permanently from your system.

      If you have issue categories that were created in error and they have not been linked to any other data (such as drawings in takeoff) then you can delete them using the following steps:

      Steps to delete a issue category 

      1. From the left menu bar click the 'Settings' icon, then click the ‘Admin’ icon.
      2. Click the ‘Issue categories’ sub menu.
      3. Find the issue category that you wish to delete in the 'Name' section on the left of the page and click on it to view the details. 
      4. Click the 'Delete' icon in the top right of the screen and then if you are sure you want to delete the record permanently, click the 'Confirm' button that appears. If you aren't sure which icon, hover over them to see a tooltip.
      5. This will permanently remove the issue category from the system.

      If you receive an error when trying to delete, this means the data is linked to other data in the system. In this instance use the Archive option instead. 

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