How do I create a category?

Go to Safety > Category, click Add New, enter a name and description, add the document types the group needs, then click Create.

What a category is

A group of workers who do similar work, such as "Electricians", "Labourers" or "Crane Operators".
Each category has a list of document types those workers need, and you decide which are Mandatory.
You must choose a Worker Category when you add a new app user.

In the left menu, under Safety, click Category. The Worker Categories page opens.
Click Add New in the top-right corner. The Create Category window opens.
Enter the Category Name* (2 to 50 characters) and Description* (2 to 200 characters).
Click the Document type button below the description.
Tick the box next to each document these workers need.
For any ticked document workers must have, turn on the Mandatory switch.
Click Save Documents.
Click Create. You see "Category created successfully."

The Mandatory switch only works after you tick the document's box.
To change your document choices before you create the category, click Document type again and click Update Documents.
There's no option to edit or delete a category.
To see a category's documents, click the arrow in the Documents column of the list.

"Please add document type before creating category." Click Document type, tick at least one document, click Save Documents, then click Create again.
No documents found. You haven't created any document types yet. Create one first.