🧱 Understanding Top Level (Master) Categories in ComplianceTrackr

Before using the Custom Form Builder, it’s important to understand how Top Level (Master) Categories work in ComplianceTrackr.

These categories form the foundation of how forms are structured and how reporting works. They define what you can report on, while custom categories let you refine the data further.

🔝 What Are Top Level (Master) Categories?

Top Level (Master) Categories are system-level items that apply across ComplianceTrackr.

They include:

• Form Types
• Form Categories
• Equipment Categories

Important to Know

• 🔒 Top Level categories are not editable
• ➕ They may be added to by ComplianceTrackr over time
• 👤 Site Admins can hide or remove categories that are not relevant to their workplace

🏷️ Top Level Form Types (Not Editable)

Form Types determine which reporting page the form data appears in.

The following Form Types are system-defined:

• Audit
• Maintenance
• Incident
• Pre-Start
• Shutdown
• Competency & Training
• Food Safety Inspection
• Safety
• AML / CTF (Coming Feb 2026)

📊 Each Form Type has its own dedicated reporting area.

🗂️ Top Level Form Categories

Top Level Form Categories define how data is grouped and filtered within reports, especially for incidents and food safety.

Examples include:

• Incident Type
• Type of Injury
• Type of Medical Issue
• Incident Location
• Incident Factors
• Severity
• Food Categories

These categories act as containers for both master and custom values.

🧊 Top Level Equipment Categories

Equipment Categories help structure equipment-related forms, logs, and reporting.

Top Level Equipment Categories include:

• Food Operation Equipment
• Office Equipment
• Cleaning
• Maintenance
• Grounds
• Building
• Vehicle

These categories are applied across equipment records and related forms.

⚙️ Master vs Custom Categories

Every site starts with default master categories.

• Site Admins can show or hide these as needed

  The Custom Form Builder allows you to:

  • Add custom (non–top level) categories
  • Report on both master and custom categories together

➡️ Top Level Categories = structure

➡️ Custom Categories = flexibility

➕ Adding Your Own Custom Categories (Non–Top Level)

Want to add your own category? No problem.

Example

You want to add a new Incident Type called Contractor Incident.

Steps to Add a Custom Category

1. Go to Custom Form Builder
2. Select Categories
3. You’ll see a table of all customisable categories
4. Click the ➕ (Add) button in the top-right corner
5. The Add Custom Category screen will appear

6. Select the Top Level Form Category

   (⚠️ This is not the same as Form Type)

7. Enter your Custom Category name
8. Select which Form Type this category will be used with
9. Click Save

Your new category will now be available in forms and reporting.

✅ Final Notes

Understanding Top Level Categories first will make using the Custom Form Builder far easier and will ensure your reporting data is structured correctly from the start.

📩 Need help or have questions?

Contact our support team at support@sm8a.com.au