Overview
Assignment Categories are labels that classify Assignments — Maintenance, Safety, Housekeeping — so you can filter the Assignments list and break down reporting by type of work. This article covers the organization-level Categories used by default Assignments: how to create, rename, and remove them, and how they differ from the Categories defined inside an Assignment Definition.
Users must be Super Users or have the following Role to manage organization Assignment Categories:
Organization: Administrate
Why this matters: Categories are only useful for reporting if they're applied consistently. A small, well-named set of organization Categories keeps your Dashboards and exports clean and comparable across Locations.
Two kinds of Assignment Category
Mobaro keeps two separate sets of Assignment Categories. They can share a name but are never linked.
Type | What it is |
Organization Categories | Set once for the whole organization and used by all default Assignments. Managed in |
Definition Categories | Created inside a single Assignment Definition and available only to Assignments using that Definition. See Using Assignment Definitions. |
Note: Even with identical names, an organization Mechanical Category and a Definition Mechanical Category are distinct entities. They never merge, and reporting keeps them separate.
Creating and managing organization Categories
1. Open the Assignments configuration
In the Mobaro Backend, go to Configuration and open the Assignments area, where organization Assignment Categories are listed.
2. Add a Category
Click + Create, enter a clear name such as Safety, and save.
3. Rename a Category
Select an existing Category and edit its name. Renaming updates the label everywhere it's used and preserves the Assignments already tagged with it.
4. Delete a Category
Remove a Category you no longer need. Existing Assignments keep their history, but the Category is no longer available on new Assignments.
Best practice: Keep the organization list short and broad (for example Maintenance, Safety, Housekeeping). Use Definition Categories when a specific workflow needs finer-grained labels.
Where Categories show up
The Assignment form — selectable when creating or editing an Assignment.
The Assignments list — a filter for narrowing the view by type of work.
Dashboards — the Assignment Overview widget breaks Assignments down by Category.
Reports and exports — Categories are a primary grouping when analyzing Assignment data.
Example: standardizing maintenance reporting
Scenario
A park wants every repair task across its rides to roll up under one consistent label so leadership can see total maintenance load per Location.
Setup
An administrator creates a single organization Category, Maintenance.
Checklist Assignment Triggers and manual Assignments all use Maintenance.
Result
The Assignment Overview widget shows a clean Maintenance total per Location, with no near-duplicate labels splitting the data.
Frequently asked questions
Q: Why do I see two Categories with the same name?
A: One is an organization Category and the other belongs to an Assignment Definition. They're separate by design and report separately.
Q: What happens to Assignments if I delete a Category?
A: Past Assignments keep their recorded Category for history and reporting; the Category just can't be applied to new Assignments.
Q: Can a default Assignment use a Definition Category?
A: No. Default Assignments use organization Categories. Definition Categories are only available to Assignments created under that Definition.
Q: Can an Assignment have more than one Category?
A: It depends on configuration — default Assignments use the organization set, while a Definition can allow a single or multiple Category selection.