Add & Manage Facilities Categories

This article will show you how to add, modify, or remove a category in Facilities.  

Add a Facility

1. Sign in to your site
2. Select Modules and on the Content tab, select Facilities
   
   
3. Click Add Category
   
   
4. Fill in the information fields
   
   
   • Name (required): Create a name for your category
   • Template: Select a template, if needed
   • Show Directions: Show directions on Google, Yahoo, and/or Bing
   • Permissions: Set permissions at the category level (recommended)
     • View: May view the live side only
     • Author: Submit new items, modify unpublished items
     • Publisher: Publish new items, modify unpublished items, modify published items, accept/reject submitted items
     • Owner: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify sub-categories, assign category permissions
5. Select a save option
   
• Save: Will save the work as an unpublished draft
• Save & Submit: Will save the work as an unpublished draft and notify a publisher/owner/system administrator that it is ready for review (Viewable by Authors only)
• Save & Publish: Will save the work and publish it for viewing

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Modify a Facility Category

1. Sign in to your site
2. Navigate to Modules and on the Content tab, select Facilities
   
   
3. Select your desired category
   
4. Click the Actions button
   
5. Select Modify
   
6. Make the necessary edits
   
   
   • Name: Edit the name of the category
   • Template: Controls the design that will appear for items associated with this category
     
     Note: If one is not selected, the default site design will be used.
   • Show Directions: Choose to show third-party directions for your facility
   • Permissions: Edit permissions
     • View: View the live side only
     • Author: Submit new items, modify unpublished items
     • Publisher: Publish new items, modify/delete unpublished items, modify published items, accept/reject submitted items
     • Owner: Automatically has rights to all of the above, as well as creating/modifying categories, and setting category permissions
7. Select Save Changes
   
   

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Delete a Category in Facilities

Before you can delete a category, you must delete all the facilities within the category.

1. Sign in to your site
2. Navigate to Modules and on the Content tab, select Facilities
   
   
3. Check the box next to the category that you want to delete
   
   
   Note: The category must have zero facilities and sub-facilities.
4. Expand Bulk Actions
   
   
5. Click Delete
   
   
6. Respond OK on the pop-up that asks Are you sure you want to delete the selected categories?
   
   

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