If you have several owner, which all need to have a category allocated, you can use the DAC7 report page to filter for these owners and then add categories to them all in one place.
- Go to Agency > Reports > DAC7 report.
In the Summary of owners statuses you will see the number of owners still missing a category. - Click onto the Show more ->
You are being forwarded to a new page, showing all owners where the category is still missing.
- Click onto the pencil in the Actions column.
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The section expands and provides the option to select the required category form a drop-down menu.
- Click Save.
The owner will no longer show in the list.
Continue with the steps 3 and 4 until there are no more owners coming up in the list.