Document Category Management page:

Used to define a category.

 

Page Settings section:

 

 

• Use - select one of the following:

o     Page Type Default Settings – use to select the default Page Settings Collection for this feature.  The Default Settings for each feature are set from Page Type Manager which is listed on the Utilities Menu.  When PortalProdigy is first installed, each feature is set to inherit the Site Settings Collection.

o     Other – use to select a specific Page Settings Collection from the list box.

• Add New button  use to create a new Page Settings Collection.
• Page Manager button  use to open Page Manager to view and edit the selected Page Settings Collection.

Details section:

 

 

• Category ID – the unique record ID assigned by Portal Prodigy to the Category.  This is only displayed in edit mode, after the new category record has been saved for the first time.
• Parent ID – the unique record ID assigned by Portal Prodigy to the Category’s Parent Category.  This is only displayed in edit mode, after the new category record has been saved for the first time.
• Name – this is the Category’s name.  Category names are listed on the Browse Resources by Category page.  The Category names are listed in the Document Management page as checkboxes.  A single document can be placed in multiple categories.
• Description – enter textual description of the Category.  The Description is displayed after the Category Name on the Browse Resources by Category page.  It allows you to provide an explanation of the categories content and usage.
• Always Show Category Name – this setting only applies when the Category is set to Private.  It is used to allow all non-authorized users to see the Category Name, but not allow them access to the category’s contents.  Unauthorized users will receive a message notifying them that need special permission to access the categories contents.  Set to Yes, to display the Category Name to all users.  Set to No to hide the Category name from unauthorized users.
• Created By – the name of the user that created the record and the date it was created.  Lists user’s first name followed by last name.
• Modified By – the name of the user that last modified the record and the date it was last modified.  Lists user’s first name followed by last name.
• Active – by default this value is set to “Yes”, which means the record is active and available for use.  To deactivate a record, set it to “No”.   Deactivating a record is a logical form of deletion.  It is used to remove the record from future use, yet maintain the relationship with existing data.  Reports by default only include active records; however, there is a reporting option that allows inclusion of deactivated records.
• ChapterID – This value is only applicable if you are using the PORTALPRODIGY Site Synchronization feature.  It is used to specify the Chapter that has primary ownership of the record.  For further information see the chapter on Site Synchronization.
• Private – by default this value is set to “No”, which means the record is publicly available to all visitors of your site.  To limit access to authorized users only, set to “Yes” then check each Security Group to be granted access.   Security Groups are only listed when Private is set to “Yes”.   

 

Option Buttons:

 

	Saves the Category record.
	Print the current page (contents of your browser window) according to your browser’s print settings.
	Removes the Category from the Resource Document Library.
	Close the page discarding all entries and edits.
	Close the page and save changes.  PORTALPRODIGY will prompt to save changes.  OK response saves changes, closes page, and returns to previous page.  CANCEL response discards all entries and edits (same as Cancel button).