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betterdocs_faq

Arrangement Categories

Updated on May 4, 2022

The Arrangement Category page is the first that is loaded when you click on the Dropdown list menu.

Note: This may vary according to your institution’s setup.


Figure 6

  • Here you can view the existing Arrangement Categories e.g. Normal – arrangements with no problems that are paid on time, Problematic – arrangements that have not been followed as agreed upon.
  • You can use the search field to locate a specific arrangement category.
  • You can copy, delete, or edit an existing arrangement category.
  • You can Create a new arrangement category.

Add/ Edit Arrangement Category

Once you have clicked on the +Add New button you will see the following popup window (Figure 7).

  • To edit an existing arrangement category, you must click on the edit button (Figure 6) and then you will see a popup window (Figure 7).


Figure 7

  • Fill in the category name you want e.g. Custom.
  • Click on ‘Save’ button to save the new arrangement category.
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