> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/interfacing-help-files-fr/administration-and-configuration/configuring-application-settings/general-application-settings/category.md).
# Category
Define and manage categories for your records.
## Overview
The **Category** module allows you to define and manage categories, helping you organize and classify records across various **QMS** applications.
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## How Settings Are Applied
Categories defined in this module appear in the **Category** dropdown within relevant applications.
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## Defining & Managing Categories
Follow these steps to create and maintain categories:
{% stepper %}
{% step %}
### Defining Categories
Click **Add** to create a new category. A new row will appear in the grid.
* **Active:** Select to make the category visible in the **Category** dropdown. Leave unselected to hide it.
* **Category:** Enter a descriptive name or title for the category.
{% hint style="info" %}
If needed, provide translations in the supported languages:
* **English (default)**
* **French**
* **Arabic**
* **German**
{% endhint %}
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{% endstep %}
{% step %}
### Managing Categories
Once a category is defined, the following actions are available:
* **Edit:** Modify an existing category either **inline** or using a **modal form**.
* **Inline Editing:** Click directly in a grid cell to modify its contents.
* **Modal Editing:** Click the **Edit** ( :pencil: ) icon or double-click the entry to open the **Edit Category** form.
Edit Category
The **Edit Category** form allows users to update category details and manage subcategories.
1. **Update Details**
Make any necessary changes to the category properties.
* **Active:** Check or uncheck this box to set the category's visibility.
* **Title:** Enter or modify the category name in the supported languages.
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2. **Define Subcategories**
To define a new subcategory, click **Add**. A new row will appear in the grid for you to enter the necessary details.
* **Subcategory:** Enter a descriptive name or title for the subcategory in the supported languages.
After entering the data, click **Save Changes** or click outside the grid to apply modifications. To revert any unsaved changes, click **Discard Changes**.
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3. **Save Changes**
When done editing, choose one of the following options:
* **Save and Previous:** Click to save changes and navigate to the previous item in the grid.
* **Save and Return:** Click to save changes and return to the main form.
* **Save and Next:** Click to save changes and navigate to the next item in the grid.
{% hint style="info" %}
The **Save and Previous** and **Save and Next** options are available only when other items exist in the grid, either before or after the current selection.
{% endhint %}
* **Delete** (:trash-can:): Click to remove a category.
{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undo** ( :arrow-rotate-left: ).
{% endhint %}
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{% endstep %}
{% step %}
### Saving & Discarding Changes
* [**Save Changes**](#user-content-fn-1)[^1]**:** Click to apply modifications.
* **Discard Changes:** Click to revert any unsaved modifications.
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{% endstep %}
{% endstepper %}
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## See Also
[^1]: You can also **click outside the grid** to save your changes instantly.
---
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