19.5. Categories

Categories allow you to classify your custom audits by subject area for filtering and reporting purposes. To access Categories navigate to Custom Audits | Categories.

Summary cards at the top display the total number of categories, the number of active categories, the number of inactive categories, and the number of categories with icons assigned.

Use the search bar and status filter to locate a specific category.

Each category in the list displays its state, icon, name, description, color, and sort order.

19.5.1. Adding a Category

To add a new category click the + Add Category button. Provide a name, description, icon, and color for the category and set its state to active or inactive.

clearPath comes preconfigured with the following categories:

Category	Description
Hand Hygiene	WHO 5 Moments hand hygiene compliance
PPE Compliance	Personal protective equipment usage and compliance
Infection Prevention & Control	Isolation, sharps, waste, cleaning, sterile supply
Medication Safety	Five rights, barcode scanning, high-alert drugs, storage
Patient Safety	ID bands, falls, call bells, pressure injury, VTE
Environmental Services	Cleaning, chemicals, WHMIS, utility rooms, HVAC
Emergency Preparedness	Fire safety, RACE, codes, AED, evacuation
Documentation & Records	Charts, MAR, orders, consent, incident reports

19.5.2. Exporting Categories

Click the Export button to export the category list for backup or sharing purposes.