Defining categories and information types

Categories are used to organize information types into groups. Examples of categories include Job Description, Skill Level, and Topic Type. To define information types, you first create the categories.

To define a category and its related information types:

  1. From the File menu, select Project Settings.

  2. Click the Information Types tab.

  3. In Category, enter the name to assign to the category.

  4. Classify the category as follows:

  1. Click Add. The new category is added.

  2. In Information Type, enter the first information type to include in the category.

  3. Click Add. The information type is added to the category and it appears at a list on the right.

  4. Repeat steps 7 and 8 until you finish adding all information types to the category.