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  3. How to create custom Intervention Categories and Support Event Types

How to create custom Intervention Categories and Support Event Types

Note: All pages shown below are subject to having relevant Roles and Permissions.

In this guide, you will be shown how to create custom Intervention Categories and Support Event Types using the Lookup Tables.

You will also be shown two methods that can be used to Add Interventions or Support Events to a Student.

See also: How to use Lookup Tables

How to create an Intervention Category or Support Event Type

To begin, you will need to go to Config>Administration>Lookup Tables

Navigate

This will take you to the Lookup Tables page.

Once you are here, use the Admin Lookup drop down to find either Intervention Categories or Support Event Types.

Admin Lookup

This will load a table containing all of the Intervention Categories/Support Event Types currently in your system.

To create a new one, press New.

Intervention Categories

An additional section will appear on the right of the page, allowing you to actually create the new Intervention Categories or Support Event Types.

New

Once you have entered the Name and Description, press Create.

Note: The Active tick box dictates whether or not this actually be available/appear in the Menu when adding an Intervention Categories or Support Event Types.

Create

Once you have created the Support Event/Intervention Category, it will now appear in the Table.

If it is Active, it will now be available for use in the relevant area/s of the system.

New item visible

You can now repeat the process for whichever item you did not choose earlier (Support Event Type or Intervention Category) by selecting it from the Admin Lookup drop down.

Admin Lookup

How to add an Intervention or Support Event

Once an Intervention Category has been created, it will appear in the Category drop down when you are adding an Intervention to a Student.

Once a Support Event Type has been created, it will appear in the Event Type drop down when you are adding a Support Event to a Student.

Both Interventions and Support Event Types can be added to a Student from within their Record as shown above, or from the Students List Page>Actions.

Updated on November 10, 2022

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