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Categorizing forms, playbooks, and protocols
Categorizing forms, playbooks, and protocols

Quickly organize, filter, and find your tools. Bring organizational changes for the whole institution around common criteria.

Nathanaël Aubut avatar
Written by Nathanaël Aubut
Updated over a week ago

Read the article on Managing categories to understand the broader concept of categories in LeoMed, including the various types of categories and permissions needed to manage categories.

Also, categories related to subject health data are discussed in this other article.

Here, the focus is on the categories related to playbooks, protocols, and forms.

Where are they used?

For either playbooks/protocols or questionnaires, in each of their directory lists, you will find those categories and can add them when creating each of these tools.

When creating/editing in Settings...

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When viewing the whole list ...

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Recognizing personalized categories

Unlike the pre-existing categories, this badge represents a category created by the institution.

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Learn more on playbooks, protocols, and forms

Read these articles for more information about :

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