Managing Package Categories

Adding a Package Category

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Subscriber Portal to access the submenu
  3. Click Configuration Packages.
  4. There are two ways to manage your package categories:
    • Within the toolbar directly above the Navigation pane, click the Manage Package Categories
    • Within the Action pane, click the Manage Package Categories
  1. With either option, the Manage Package Categories window opens. In the Manage Package Categories list pane, click the top row, marked with an asterisk (*) to add a new record.
  2. Type the new category name.
  3. To add another type, click the Save button and repeat steps 4 and 5, as necessary.
  4. Within the Actions ribbon group, click the Save (to save and stay) button or click the Save & Close (to save and exit) button.

Deleting a Package Category

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Subscriber Portal to access the submenu
  3. Click Configuration Packages.
  4. There are two ways to manage your package categories:
    • Within the toolbar directly above the Navigation pane, click the Manage Package Categories
    • Within the Action pane, click the Manage Package Categories
  1. With either option, the Manage Package Categories window opens.
  2. There are two ways to select the category to delete:
    • Right-click the record selector box (located just left of the name) and from the pop-up box, click Delete.
    • Highlight the name in the list and within the Actions ribbon group click the Delete
  1. Once you click Delete, a message box displays verifying that you really want to delete the category. Click Yes within the box to continue or No to cancel the operation.
  2. Once selected, CAIRS draws a line through the category allowing you to delete multiple items at once.
  3. If you do not want to delete the category, right-click and click
  4. Once you select Undelete, a message box displays verifying that you really want to keep the item. Click Yes within the box to continue or No to cancel the operation.
  5. Within the Actions ribbon group, click the Save (to save and stay) button or click the Save & Close (to save and exit) button.