Data Properties
Introduction to CategoriesLearn how to use Categories to organize goals, events, and documents without folders—making it easy to search, filter, and stay on track.
Creating CategoriesLearn how to create and manage Categories in Equip to label and organize everything from goals to documents—no folders required.
Deleting CategoriesLearn how to delete categories in Equip to keep your workspace clean and remove outdated or unused labels.
Filtering by CategoryLearn how to filter by category in Equip to quickly find goals, documents, or events and stay organized without using folders.
Creating Disability TypesLearn how to create and manage Disability Types in Equip to display on participant profiles and support accurate reporting for internal reviews and accreditation.
Editing Disability TypesLearn how to edit Disability Types in Equip to keep participant profiles accurate and maintain consistent reporting for internal reviews and accreditation.
Deleting Disability TypesLearn how to delete Disability Types in Equip to keep participant profiles accurate and maintain clean, consistent reporting for internal reviews and accreditation.
Creating Discharge ReasonsLearn how to create and customize Discharge Reasons in Equip to document why participants are set as inactive and support accurate reporting and accreditation.
Editing Discharge ReasonsLearn how to edit Discharge Reasons in Equip to update participant exit options and maintain accurate reporting for internal reviews and accreditation.
Deleting Discharge ReasonsLearn how to delete Discharge Reasons in Equip and understand why reasons already used for participants cannot be removed to protect reporting and historical data.