Finding Categories

Finding Categories classify the severity of findings documented during inspections. Common examples include CAT I Major, CAT I Minor, CAT II Major, and CAT II Minor.

Go to Configuration > Finding Categories to manage your Finding Categories. You'll need the appropriate access role to add, edit, or remove a Finding Category.

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Add a Finding Category

1. Go to Configuration > Finding Categories
2. Click Add new Finding Category
3. Enter the following information:
   • Name (required)
   • Description (optional)
   • Color (optional)
   • Automatic Failure (optional) — when enabled, any finding in this category results in an automatic failure for the inspection
   • Unrated Failure (optional) — when enabled, findings in this category bypass the AQL, allowing unlimited findings of this type without causing a failed inspection
4. Click Add new Finding Category

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Edit a Finding Category

1. Go to Configuration > Finding Categories
2. Click the contextual menu (⋯) next to the Finding Category and click View Finding Category
3. Click Edit
4. Update the following fields as needed:
   • Name (required)
   • Description (optional)
   • Color (optional)
   • Automatic Failure (optional)
   • Unrated Failure (optional)
5. Click Save Finding Category

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Remove a Finding Category

1. Go to Configuration > Finding Categories
2. Click the contextual menu (⋯) next to the Finding Category and click View Finding Category
3. Click Edit, then go to the Management tab

Hide a Finding Category

To temporarily hide an Finding Category without deleting it, toggle Show/Hide to Hide. To restore it, filter by Hidden status, open the Finding Category, and toggle Show/Hide back to Show.

Permanently remove a Finding Category

caution

This action cannot be undone. Consider hiding the Finding Category instead if you may need it in the future.

1. Click Remove
2. Click Yes to confirm