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The Categories screen manages data object categories at the route /settings/data-manager/categories.

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Overview

The screen renders the CategoryManager component within a page container, providing a tree-based interface for creating and organizing categories for data objects. A back button navigates to /settings/data-manager. The page is accessed from the Data Manager settings section.

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Who it’s for

Access follows your organization’s role and module configuration. ## Before you start
  • Navigate from Settings → Data Manager → Categories, or directly to /settings/data-manager/categories.

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Steps

1

Open Categories

Navigate to Settings → Data Manager → Categories.
2

Browse the category tree

Review existing categories organized in a hierarchical structure.
3

Create or edit categories

Use the CategoryManager interface to add, rename, or remove categories.
4

Return to Data Manager

Click “Back to Data Manager” to return to the parent data manager page.

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Key concepts

  • Category tree — hierarchical organization for data objects
  • CategoryManager — component handling the full CRUD for category definitions

Platform Foundation

Platform Foundation overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/data-manager/pages/CategoriesPage.tsx