Appointments & queues
Create a token category
This flow describes how to create a token category for a facility in MANSOQ. A category groups tokens, for example by the kind of visit. See Token. Pre-requisites - The facility is created in MANSOQ. - You have the permissions listed below.…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to create a token category for a facility in MANSOQ. A category groups tokens, for example by the kind of visit. See Token.
Pre-requisites
- The facility is created in MANSOQ.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Create on Token Category | Lets you create a token category. |
| Can list token category on Facility | Lets you see the token categories of the facility. |
Steps
1. Open the facility settings
Open the facility. Go to the settings and select Token Category.
2. Start a new category
Select the option to create a token category. MANSOQ opens the Create Token Category form.
3. Complete the fields
| Field | What to enter |
|---|---|
| Name | A descriptive name for the category. This is required. |
| Shorthand | A short form of the name. MANSOQ shows it on the token. This is required. |
4. Save the category
Save the form. MANSOQ shows the message "Token category created successfully."
Expected Outcome
- The category appears in the list of token categories for the facility.
- Staff can select the category when they create a token.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.