Use categories as customized filters

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This article is about the use of assignment categories, checklist categories, downtime categories, question categories, and file categories. Each of them can be used to filter your data.

 

In configurations, you have different options of using categories on different elements. Using categories is like adding a customized filter. You can add

• Assignment categories
• Checklist categories
• Question categories
• Downtime categories
• File categories

In the following, you can read more about each type of category, what they can be used for, and how to set up categories. 

 

Assignment Categories

Creating Assignment Categories enables you to add categories to your assignments. When adding a category to assignments you will be adding a new filter to view e.g. categorize assignments on a dashboard. This way you get a quick overview of the subject of the assignment and e.g. which assignments occur most frequently.

1. Assignment Categories are edited under the configurations tab.
2. To create a new assignment category, press and enter a category name.

Go to the Assignments tab. In the Assignment overview, any added categories will show in the ‘Categories’ column. When Assignment Categories are available a ‘Categories’ drill down will show in the Assignment editor.

3. You can add an Assignment Category by choosing an assignment and press edit.
4. In the editor click ‘Categories’ drill down and add multiple categories.
5. Remember to press save.

The added category will show on the Assignment overview.

 

 

Checklist categories

Creating Checklist Categories enables you to add categories to your checklists and they are used to compare the categorized checklists on a dashboard. When adding categories to checklists, the categories can function as filters both on reporting dashboards and on your location overview. This helps you focus on a specific group of checklists. 

1. Checklist categories are edited under the configurations tab.
2. To create a checklist category press and enter a category name.

Go to the Checklist tab and chose a checklist. When checklist categories are available a ‘Categories’ drill down will show in the checklist editor.

3. In the Checklist, editor click the ‘Categories’ drill down and add multiple categories to the same checklist.
4. Remember to press save.

 

Question Categories

Creating Question Categories enables you to add categories to the questions in your checklists. Question Categories are used for grouping specific questions, possibly spanning across several checklists. They can be used on the dashboard when looking at the scores of a location or a checklist.

1. Question Categories are edited from the Question Categories tab under the Checklist tab.
2. Press to create a new Question Category hierarchy.
3. Enter the name of the Question Category hierarchy and click save.
4. Click on the hierarchy name and press to add groups or categories.
1. Groups are used to make sub-collections of categories or other groups within the hierarchy.
2. Categories are the tags you can add to the questions on a checklist.
5. Enter a name to the category and click save.

Go to the Checklist tab and chose a checklist. When Question Categories are available a ‘Question Categories’ drill down will show in the editor of the question element.

1. Chose a question element.
2. In the editor of the element click ‘Question Categories’. Click the and the category in the hierarchy and press OK.
3. You can add multiple categories. If you want to delete a category press the .
4. Remember to press save.

 

Downtime Categories

Creating Downtime Categories enables you to add categories to your downtime registrations. If one of your locations breaks down unexpectedly you are able to register downtime. A Downtime Category can be added to register the cause of the downtime and the categories can be used to compare the categorized registrations on a dashboard. Read more about downtime here.

1. Downtime Categories are edited under the configurations tab.
2. To create a Downtime Category, press and enter a category name.

In the Configuration editor in the downtime tab, you can also manage if a user group automatically should receive an assignment when a new downtime is started.

1. If you want, tick the box “Create assignment when a new downtime is started” and add a user group as assignee. Remember to click save.

Go to the Downtime tab. When downtime categories are available a ‘Categories’ drill down will show in the checklist editor.

1. Chose a downtime, and press edit.
2. In the editor click the ‘Categories’ drill down and add multiple categories to the same downtime.
3. Remember to press save.

On the Downtime Overview, the categories to each downtime registration will show in the Categories column.

 

File Categories

Creating File Categories enables you to add categories to the images in your gallery. When adding categories to images, the categories can function as filters in your gallery. This helps you focus on a specific group of images. Adding categories to your images can also be a way of indicating something special about them. All the subscribers to the image, e.g. the user who created the image, will get a notification of the added category.

1. File Categories are edited under the configurations tab.
2. To create a File Category press .
3. Enter a category name and choose a color.

Go to the gallery. When File Categories are available, a ‘Categories’ field will show in the image editor.

1. Chose an image.
2. In the editor click the ‘Categories’ drill down and add multiple categories to the same image.

The color of the category will show the image in the gallery.