Data Properties
Learn how to use data properties in Equip.
By MaryGrace and 1 other2 authors13 articles
- 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- Deleting CategoriesLearn how to delete categories in Equip to keep your workspace clean and remove outdated or unused labels.
- Editing CategoriesLearn how to edit categories in Equip to rename or recolor them across your account.
- 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.
- Creating User Custom FieldsLearn how to create, manage, and use User Custom Fields in Equip from Account Settings.
- Create Designations