Video guidance
Overview
The System tab in Settings allows you to manage the reference data used in dropdown menus throughout the portal and mobile application.
You can view, update, and maintain categories such as observation levels, risk levels, and reporting categories.
Access the system tab
Go to Settings.
Select the System tab.
View and search categories
Within the System tab, you can select different categories of reference data.
Available categories include:
Observation level types
Risk levels
Privacy levels
Durations
Therapeutic status categories
Reporting primary categories
Observation SNOMED codes
To view items in a category:
Select a category from the dropdown menu.
Use the search or sort options to find specific items.
Add a new item
Select Add item.
Enter the required details.
Select Add item again to confirm.
Edit an existing item
Find the item in the category list.
In the Actions column, select the Edit icon.
Update the details as required.
Save your changes.
Delete an item
Find the item in the category list.
In the Actions column, select the Delete icon.
⚠️ Important:
Deletions are soft deletes. The item is not permanently removed and can be restored at any time.
If the item is already used in an existing active record, it will still appear in that record.
Deleted items will no longer be available for selection when creating or editing new records.
Additional information
📌 Note: Deleting a category item does not affect historical data. Existing records will continue to display previously selected values.