Note: this Guide uses the Catering category as an example, however, the same process applies to all audit categories
1. From My modules, select Catering, and then Configure Catering:
2. Click
.
3. From the next screen you can:-
a) Add an element by clicking here:
If you want your new element to have a number, make the number part of its name; it will not be numbered automatically.
Note that your new element will not automatically be added to any particular room or room template. To add it to particular rooms, you first need to add Answers and Actions to the element (see these Guides: How to Add, Edit, Remove Answers – Micad (zendesk.com) and How to Add, Edit, Remove Actions – Micad (zendesk.com)). It then becomes available to be added to rooms as and when you choose. The quickest way to do this is while auditing.
b) Edit an element’s name or description by clicking the Edit button here:
c) Delete an element by ticking the Delete box here, then scrolling to the bottom of the page and clicking Submit: