Manage Categories

On this screen, you can edit the categories of the Member Exit Survey. These categories are also displayed in the dropdown menu under “Survey Instructions” on the Manage Member Exit Survey screen and on the Add/Edit Member Exit Survey Question screen.

List of Categories

• Categories – The name of the category is listed here. Clicking this text will open the Add/Edit Category Section on the bottom of the screen (see below).
• Active – This checkbox indicates whether or not the category is active and therefore visible to members. If a category is activated or inactivated, the action applies to all the questions in that category.
• Seq # - The sequence number assigned to this category. You can change this number in the Add/Edit Category Section (see below).
• Page Numbers – The “From” and “To” columns indicate the page range for this category. You can change this number in the Add/Edit Category Section (see below).
• edit – Click this link to open the Add/Edit Category Section. You can also navigate to this screen by clicking this link under the “Categories” column heading.
• delete – Click this link to delete a category. Once a category is published, it cannot be deleted, though it can be inactivated.
• Add Category – Click this button to add a new category.
• Back – Click this button to navigate to the Manage Member Exit Survey main screen.

Add/Edit Category Section

• Category – Type or edit the category name in this text field (250 character limit).
• • Note: In order to edit a category name and have this change apply to the Member Portal, the “Save” button must also be clicked on the Manage Member Exit Survey screen. This will trigger the display of the “Publish” button. Otherwise, any edits to a category name will only appear in the dropdown menus in the Staff Portal (on the Manage Member Exit Survey screen and Add/Edit Member Exit Survey Question screen).
• Active – This checkbox indicates whether or not the category is active. When a new category is created, it is active by default. If a category is activated or inactivated, the action applies to all the questions in that category.
• Seq # - The sequence number assigned to this category (four digit limit). Gaps between sequence numbers are permitted.
• Page Numbers – The “From” and “To” columns indicate the page range for this category (two digit limit). Categories can begin and end on the same page. Category beginning/ending pages can also overlap if they are in sequence. However, gaps in between pages are not permitted.
• Save – Click this button at the bottom of the screen to save any changes to the category.
• • Note: In order to confirm changes and trigger the display of the “Publish” button, the “Save” button must also be clicked on the Manage Member Exit Survey screen.
•  Cancel – Click this button at the bottom of the screen to cancel any changes to the category.