Skip to main content
Mitratech Success Center

How to Create/Associate Finding Category

Summary

This article helps in creating a Finding category and then associating it to a User Role.

There are two steps involved here:

Ø  Creating a New Finding Category

Ø  Associating that Category to a User Role

First Step

We can create a new Finding Category by navigating to the 'Admin Module' followed by 'Forms' down the left-hand side then select ‘Finding Categories' (as shown below)

clipboard_e38b6490ee5c1c5ab30212724dbb456e5.png

Second Step

Within the pop-up window, select 'Add Finding Category'. This will open another pop-up where your Finding Category parameters are designated. Additionally, you can edit or delete existing Finding categories prior to clicking 'Add Finding Category'.

clipboard_efd0618d89491c811b38dab7b3dae9605.png

Third Step

The next step is to associate the Finding Category to a User Role.

This can be done by going to Admin module>  Role tab > Click on the Role to which you want to give access to see this Finding category > Under 'Risk/Finding permissions' click 'Category Restrictions' button > check-mark the newly created Finding Category and click 'Save'.

Only the roles to which you have enabled this will be able to view this Finding Category under relevant Drop-down.

clipboard_e4954e41250b22feb5dd259505579420f.png

clipboard_edd295f2f061b815e3d5a5add72b27792.png