Loss categories group your loss types. You can create a new loss category directly from the Add Loss Type window. This article shows you how.

Who can do this: admins with permission to manage Kaizen settings.

Open the Add Loss Type window

1. Go to Loss Management in the Kaizen module. For help, see Navigate the Kaizen parent menu.

2. Click the Add Loss button at the top right of the Loss Management dashboard.

The Add Loss Type window opens. For details of this window, see Add a loss type in Kaizen.

Add the category

3. In the first field, Loss Category, click the + Add New button on the far right.

The drop-down arrow in the field is replaced by two icons: a gray double tick and a red cross.

These icons show that the field is ready for the name of the new category.

4. Type the name of the new category. The double tick turns blue once you start typing.

5. Click the blue double tick to add the category.

Note: to cancel, click the red cross. The field goes back to the drop-down menu.

A green pop-up at the top right confirms that the category was added. The new category is also selected automatically in the field.

Complete the other fields to finish creating the loss type.