Additional Functions

Note: Categories can only be viewed, deleted and created by organizational users who have been granted relevant permissions

Categories can save a form template for Asset Details and for Inspections.

Form Templates can be set and inherited on categories, and in turn are inherited on assets assigned under categories. Form Templates follow a cascading approach, such that the final template on the lowest level category contains a union of all distinct items on inherited/set form templates.

The Asset Details Form Mockup Tab on the Category Popup shows the resultant Asset Details form that will be inherited by assets or the next level of categories under that category.

Category Popup - Asset Details Form Mockup Tab

The Inspection Form Mockup Tab on the Category Popup shows the resultant Asset Details form that will be inherited by assets or the next level of categories under that category.

Category Popup - Inspection Form Mockup Tab

Categories can be bulk edited via the Categories Table. To do so, click on the yellow colored pencil icon visible on the top left corner of the categories table.

Categories Bulk Edit

Currently, bulk edit only supports editing "GL Number" field on categories. Right clicking on a field allows copying values to next level of categories or all categories under that category.

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