Who is this article for?

Worksite users responsible for completing a prequalification.

Worksite access is required.

Questionnaires can be grouped by category and subcategory to improve clarity and navigation.

This article explains how to manage these categories.

1. Managing categories

To manage categories:

1. Navigate to Company management.
2. Select Company questionnaire.

You will be taken to the Company questionnaire page where you can add, edit, and reorder categories and subcategories as needed.

2. Adding a category

To add a new category:

1. Go to the Categories or Sub Categories page.
2. Click Add new category.
3. Enter a Category name.
4. Enter an optional Description.
5. Set an Ordering number.
   You can adjust this at any time.
6. Click Add.

3. Adjusting category order

To adjust the order of categories:

1. Click Edit.
2. Change the Ordering number.
3. Click Update.

Note
The ordering number is the value used to control the sequence in which categories and subcategories appear in the questionnaire. A lower number appears first, and higher numbers follow, allowing you to arrange the questionnaire in a logical, user-friendly order.