Category

Defining a category allows you to group machines or work areas in a department.

• Navigate to Configuration → Category from the left menu.

• This page displays a list of all the configured categories.
• User can also Edit and Delete a category.

Configuring a Category

• Before adding a category, ensure that the Status has been created in order to allocate them in the category creation.
• For adding a new category, click on the ‘Add Category’ button displayed on the top right-hand side of the page.
• In the Category details page:
  • Enter a unique name in the ‘Category Name’ input field. This is mandatory.
  • Tag: Enter a unique tag name for the category.
  • Enter a description in the ‘Description’ textbox, if required.
  • Select the required Uptime and Downtime statuses. The default statuses are automatically assigned to all the categories which are not editable.
    • Default statuses will not appear as buttons on the tablet app
    • Uptime and Downtime statuses will appear on the tablet app after logging out and logging back in once they have been enabled and saved
  • Colour: To assign a colour, click the colour picker and select a required colour or enter a colour hex code.

Category Edit & Delete

• A category can be deleted only if it is not bound to any Machine.
• Click on the Edit iconto edit the category.
• On the edit screen, update the category name, tag, description and statuses.

Filter

• To filter the data on the listing screen, search or enter a required value in the Department dropdown box.
• The user can search configured operations by entering key letters in the Search text box on the top right-hand side of the screen.