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Conform User Guide

Lists and trees

A list is a set of choices (Low, Medium, High). A tree has branches (UK → Midlands → Birmingham → Office 3).

Placeholder: The Lists & Trees section
Editing a tree as an outline.

Edit values

Lists and trees are edited as an outline: type a value, press Enter for the next, indent to make a branch. Use the arrow keys to move about.

Start from a template

Start from a template offers ready-made lists: severity, likelihood, impact, RAG, effectiveness, root causes, priorities, progress, yes/no, departments, incident types, months, quarters, days, countries and regions, and more. Choose Replace them or Add after them.

Tags

Tag values to say what kind of thing they are, for example Region or Office. Tags drive the role generator in Roles: "make a manager role for every Office".

Values are never deleted

Once published, a value is retired, not deleted, so old items keep their meaning.

Each Topic has its own

Trees aren't shared between fields or Topics. To reuse one, copy it.