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Journal Categories
Journal Categories
Dec Norton avatar
Written by Dec Norton
Updated over a year ago

When creating a journal entry, you can enter which category it falls under to easily differentiate them from other entries. There are a few categories that come set up in your web environment but these can be added, edited or removed as necessary.

To view and adjust these categories, go to Settings > Journal categories. You will see the following page:

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To create a category, click on the + icon in the top right hand corner. The following form will appear:

create_category.png

Enter the name of the requirement and tick at least one of clients, or carers. Then click create. You are also able to amend or delete existing categories by clicking on them.

ℹ️ The form will say required for both clients and carers if neither are ticked. Only one is necessary to be ticked and the "Required" statement will disappear once it has been.

For more information on the journals, check out these articles:

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