🏷️ Administration of Deviation Management – Managing Categories

• How it works
• Tips & Best Practices
• FAQ

🛠️ How it works

📌 Navigate to settings

• In the team workspace, open the “Deviation Management” tab.

• Click the arrow icon to the right of the tab name.

• Select “Settings.”

• Switch to the “Deviation Categories” tab.

📸 Screenshot tip: “Deviation Categories” selected in the settings menu

📌 Activate and configure categories

• The list displays all categories available globally, as maintained by the system administrator.

• Use the checkboxes to activate the categories relevant for your team.

• Categories that are not activated will not appear in the dropdown menu when creating a deviation.

📌 Save changes

• Click “Save” or “Save and Close” to apply the configuration.

ℹ️ Info

• Only team administrators have access to this configuration.

• The global list of available categories is maintained exclusively by the system administrator.

• The selected categories apply team-wide and control which categories are visible in the dropdown when creating deviations.

✨ Tips & Best Practices

• 💡 Activate only truly relevant categories – this keeps the selection clear and manageable.

• 👥 Review the activated categories regularly with your team and adjust them if necessary.

• 📚 Use consistent and clear category names to avoid misunderstandings.

❓ FAQ

Why can’t I see a specific category?
→ The category has not been released by the system administrator or is not activated for your team.

Can multiple teams use different categories?
→ ✅ Yes, team administrators select the categories relevant to their team from the global list.

Can I add new categories as a team administrator?
→ ❌ No, new categories can only be created by the system administrator.