Step-by-step guide

Table of Content

Table of Content

Table of Content

Categories

This section describes how Categories in TPD PRO help organize and filter Submissions and Compositions for easier navigation and data management.

What are Categories?

Categories in TPD PRO are internal organizational tools that help users group, sort, and filter key entities — such as Submissions and Compositions. They do not affect the content of XML submissions or regulatory filings, but they improve usability, clarity, and project management within the platform.

Where Categories Are Used

  • Submission Categories — Used to classify product notifications (e.g., by project, client, product type, or release cycle).

  • Composition Categories — Help organize formulations based on type, version, use case, or development stage.

Examples of Submission Categories

  • TPD Initial Submissions 2025

  • Modifications Q3 – UK

  • Client A – Nicotine-Free Range

  • Annual Reports 2024

Create a Category

  1. Navigate to Categories (submissions) or Categories (compositions) from the left-hand menu

  2. Click “Create”

  3. Enter a clear and descriptive title (e.g., “New Products Q1 2025”)

  4. Click “Save”

Assign Categories

When creating or editing a Submission or Composition, you can assign a category from the dropdown menu.

✅ This makes it easier to filter items in dashboards and quickly locate specific groups of data.

Filtering with Categories

  • Use filters in the Submissions or Compositions list views to display only items from a specific category

  • Helps manage large datasets across multiple brands, markets, and projects