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Category Grouping

Overview

Groupings simplify reporting on multiple related items by a pre-allocated Group Heading.

Groupings provide the ability to bundle similar items together for reporting purposes.

Category Groupings can also be setup to use on certain reports in RMS.

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

Grouping Setup

Go to Setup > Lookup Tables > Grouping.

  1. Select Add.Grouping lookup table screen in RMS showing a list of existing groupings with an Add button to create a new grouping
     
  2. Select the Grouping Type Category.
  3. Enter the Grouping Description.
    Click Add to enter the maximum number of Dwellings (Optional).
  4. Select Save/Exit.
    Grouping setup window with Grouping Type set to Category, a Grouping Description field completed, an optional control to enter the maximum number of dwellings and a Save/Exit button to save the new grouping
     

Assign the Grouping

Go to Setup > Category\Area.

  1. Select Edit on an existing Category.
    Category/Area setup screen in RMS showing a list of categories with one category highlighted and an Edit button selected to open its details
     
  2. Navigate to the Extra Details tab.
  3. Select the Grouping.
  4. Select Save\Exit.
    Category configuration window on the Extra Details tab displaying a Grouping dropdown or field with a category grouping selected and a Save/Exit button to apply the grouping to the category

     

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