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Attributes

To manage an Attribute Type, navigate to the Admin page by clicking on the left sidebar menu, look under the “Improvement/Project Attributes” heading, and click the Attribute Type you want to manage. The admin page is only accessible by administrators; only Quality Administrators can perform the functions detailed on this support page.

 

What is an Attribute?

Your organization has configured various Attribute Types (e.g. “Priority”) which are divided into the individual Attributes (e.g. “High” and “Low”).

An Attribute is a quality or feature that can be assigned to Improvements or Projects that lets you classify and categorize your improvement work.

When dealing with lists of Improvements or Projects, you can filter them by any of those Attributes.



How do I create a new Attribute?



Click in the top right corner - NOTE: This button will reflect the name of the Attribute Type. In this example, the Attribute Type is called “Priority.”

In the resulting window:



  • Enter the name of the Attribute.

  • (**Optional**) Add a description.

  • (**Optional**) Choose an icon (follow the given instructions to find an appropriate icon). This icon will appear next to the Attribute when editing a Project or Improvements Attributes or when filtering a list of Projects or Improvements. It's helpful for when people are quickly skimming a long list of Attributes.

  • (**Required only if you chose an icon**) Pick a color for the selected icon.

  • Click to create the Attribute.



How do I edit an Attribute?

  • Hover over the Attribute you want to edit.




  • Click to the right of the Attribute.

 

In the resulting window:



 

  • Enter the name of the Attribute.

  • (**Optional**) Add a description.

  • (**Optional**) Choose an icon (follow the given instructions to find an appropriate icon). This icon will appear next to the Attribute when editing a Project or Improvements Attributes or when filtering a list of Projects or Improvements. It's helpful for when people are quickly skimming a long list of Attributes.

  • (**Required only if you chose an icon**) Pick a color for the selected icon.

  • Click  to create the Attribute.

 

How do I delete an Attribute?

  • Hover over the Attribute you want to delete.



  • Click  to the right of the Attribute.

  • Click in the resulting window. You will no longer be able to add the deleted Attribute to any Projects or Improvements.



What is a Folder?

Folders are used to categorize an Attribute Type’s Attributes. This is useful when you have lots of Attributes and need them to be organized.

 

How do I create a new Attribute Folder?

Click on in the top right corner.



In the resulting window:


 

  • Enter the name of the Folder.

  • (**Optional**) Add a description.

  • (**Optional**) Choose an icon (follow the given instructions to find an appropriate icon).

  • (**Required only if you chose an icon**) Pick a color for the selected icon.

  • Click to create the Folder.

 

How do I edit an Attribute Folder?

  • Hover over it in the list of Attributes.



  • Click to the right of the Folder.


In the resulting window:




  • Enter the name of the Folder.

  • (**Optional**) Add a description.

  • (**Optional**) Choose an icon (follow the given instructions to find an appropriate icon).

  • (**Required only if you chose an icon**) Pick a color for the selected icon.

  • Click  to create the Folder.

 

 

How do I delete an Attribute Folder?

  • Make sure that the folder is emptied of all Attributes and Folders. If it does hold Attributes or Folders, you will need to move or delete them before proceeding.

  • Hover over it in the list of Attributes so that it is highlighted blue.




  • Click to the right of the Folder.

  • Click in the resulting window. This action cannot be undone.

 

How can the Attribute list be organized?

Attributes can be nested in Folders, and both Attributes and Folders can be arranged in your preferred order relative to each other. The order that you set on the Attribute Type’s page will be reflected on filters and when adding Attributes to Projects and Improvements.


To move an Attribute or Folder, click its name and drag it to the desired position.

 

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