## Maintaining Categories

Step | Action
1. | Begin by navigating to the Maintain eForm Types page. Click the Links link.
2. | Click the Manage eForms link.
3. | Click the Maintain Departments and Categories link.
4. | Use the Maintain Department and Category page to modify the departments and categories made available when adding eForms.
5. | Click the Category tab.
6. | Use the Category tab to modify the categories made available when adding eForms.
7. | Click the Select a Department list.
8. | These are the departments shipped with EFM, and that you added. You modify all categories using the same steps. In this topic, you will add a category to the Insurance department. Click the Insurance list item.
9. | First, add a new category. Click the Add button.
10. | Lookup Codes are unique keys in the data tables and built into the logic of Oracle EFM. Click in the Lookup Code field.
11. | A Lookup Code can be upper or lower case. Enter the desired information into the Lookup Code field. Enter a valid value e.g. "Auto".
12. | Next, specify a short name. The name values appear as the organizational structure when adding eForms. Click in the Display Value field.
13. | Enter the desired information into the Display Value field. Enter a valid value e.g. "Auto".
14. | Use the Description field to add an optional description. Click in the Description field.
15. | Enter the desired information into the Description field. Enter a valid value e.g. "Auto insurance lookup code".
16. | Saving the category lookup code makes it available when you add eForms. Click the Save button.
17. | The category Auto is now added.
18. | Next, modify the Auto category lookup code by editing the name. Click an entry in the row.
19. | Click in the Display Value field.
20. | Enter the desired information into the Display Value field. Enter a valid value e.g. "Auto Insurance".
21. | Click the Save button.
22. | The category lookup code Auto is now modified.
23. | There are two types of delete, a hard delete and soft delete. A hard delete removes the category from the database lookup code table, provided it is not used. First, perform a hard delete on the code Auto Insurance. Click an entry in the row.
24. | Click the Delete button.
25. | Confirm that you want to delete the Auto Insurance category lookup code. Click the Yes button.
26. | Click the Save button.
27. | The category lookup code Auto is now deleted.
28. | A soft delete inactivates a category lookup code already used. Inactivated codes are not displayed as options in the organizational structure for eForms. Next, perform a soft delete on the Home lookup code. Click an entry in the row.
29. | Click the Active option.
30. | Click the Save button.
31. | The category lookup code Home is now inactive.
32. | You have completed the Maintaining Categories topic. End of Procedure.