Who is this article for?

Users who need to add Categories.

Administrator role is required.

Categories are the top-level hazard groups shown during an assessment, such as Chemical Hazards or Biological Hazards, and you can create new categories or edit existing ones.

1. Adding a category

To add a new category, follow these steps:

1. Click Add Category.
2. Fill in the Category Name field with the name to be displayed in the assessment (for example, Biological Hazards).
3. Enter an Abbreviation as a short code used for filtering (for example, Bio).
4. Set the Priority number to determine the order categories appear (1 appears first).
5. Add optional HTML instructions in the Add Instruction field if specific guidance is needed for this category.
6. Toggle the Active/Archive setting to control whether the category is visible in assessments.
7. Click Save.

Tip: You can use the Preview Window link at the bottom of the form to see how your category will look before saving.

2. Editing an existing category

To edit a category, follow these steps: 

1. Click the pencil icon next to the category you want to modify, 
2. Make your changes
3. Click Save.

3. LATCH File Categories

You can also create file categories to organize the documents uploaded in the Files tab (e.g., SOPs, SDS, Manuals). 

1. Click Add File Category,
2. Enter a name and description
3. Click Save.