Overview
Categories add a grouping-and-filtering dimension across Mobaro. By tagging records with a Category, you can slice Dashboards, Results, Assignments, the Gallery, and more by the dimensions that matter to your operation. There are five kinds, each living in its own module. This article covers what each does and how to create it.
Users must be Super Users or have the right permission to manage Categories:
Assignment, Checklist, Downtime, and File Categories: Organization: Administrate
Question Categories: Question Categories: Create
Why this matters: Categories are what turn a pile of records into something you can analyze. "Which Assignment types recur most?", "how does this group of Checklists score?", "what's our downtime by cause?" — each is a Category filter, not a manual sort.
The five kinds of Category
Category | What it groups / filters |
Assignment | Assignments — filter and compare on Dashboards by subject (e.g. which types recur most). |
Checklist | Checklists — filter reporting Dashboards and the Location overview to a group of Checklists. |
Question | Individual Checklist questions, across Checklists — group scores by theme on Dashboards. |
Downtime | Downtime registrations — record and compare the cause of downtime. |
File | Gallery images — filter the Gallery and flag images; color-coded, with subscribers notified when a Category is applied. |
Assignment Categories
In Configuration > Assignments, click + Create new category, name it, and click OK. Apply it to Assignments to filter and compare them on Dashboards.
Checklist Categories
In Configuration > Checklists, click + Create new category and name it. To apply one, open a Checklist, click Edit → Settings, add the Category, and save. Checklist Categories filter reporting Dashboards and the Location overview.
Question Categories
Question Categories group individual questions — possibly across several Checklists — so you can analyze scores by theme. Expand Checklists in the sidebar, open Question Categories, click + Create, name the hierarchy, then build it up with Groups and Categories. Once created, attach them to specific questions in your Checklists.
Downtime Categories
In Configuration > Downtime, click + Create new category and name it. Downtime Categories record the cause of a downtime and let you compare causes on Dashboards. See Getting started with Downtime.
File (Gallery) Categories
In Configuration > Files, click + Create new category, add a name, an optional description, and a color, then click OK. Apply Categories to Gallery images from the image editor's Categories field — the color shows on the image tile, and subscribers are notified when a Category is applied.
Note: For using File Categories in practice — filtering the Gallery and the subscription model — see Use the Gallery to review images and Gallery filtering and Categories — advanced workflows.
Best practice: Keep each Category set small, distinct, and consistently named. Categories only pay off when everyone applies the same one to the same kind of thing — a sprawling or overlapping set makes filters noisy rather than useful.
Frequently asked questions
Q: Are these five Category types shared?
A: No — each is separate and scoped to its module (Assignments, Checklists, questions, Downtime, Files). Creating an Assignment Category doesn't make it available to Checklists.
Q: Where do Categories actually help?
A: Mostly on Dashboards and in filtered views — they're a primary filter/grouping dimension. File Categories also filter the Gallery; Downtime Categories drive downtime-by-cause reporting.
Q: Who can create Categories?
A: Super Users, or Users with Organization: Administrate (Assignment/Checklist/Downtime/File) or Question Categories: Create (Question Categories).
Q: Can an image or Assignment have more than one Category?
A: Yes — you can apply multiple Categories to the same record.