Category setting in Fixed Equipment

  • Last Created On Jul 10, 2023
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This data is used for the Models setting, Accessories, Licenses, Component and Consumables menu.

QTY column: statistics of the number of assets in each category.

Add New Category

To add a new category to your organization:

  • Step 1. Go to Settings menu under Fixed Equipment module from the left sidebar -> Select the Categories menu
  • Step 2. Click on the Add button on the top.

  • Step 3. In the Add Category popup, fill the following details:
     
    1. Enter the Category Name.
    2. Select the Category Type: Accessory, Asset, Consumables, Component, License.
    3. Enter the Category EULA 
    4. Choose the Use the primary default EULA instead: this function does not currently affect the system, only selects and displays off-screen for information.
    5. Choose the Require users to confirm acceptance of assets in this category: this function does not currently affect the system, only selects and displays off-screen for information.
    6. Choose the Send email to user on check in/check out : this function does not currently affect the system, only selects and displays off-screen for information.
    7. Upload image
  • Step 4. Click Save button 

Edit Category

To edit the details of an existing category:

  • Step 1. Go to Settings menu under Fixed Equipment module from the left sidebar -> Select the Categories menu.
  • Step 2. Hover over the category to be edited and click Edit

  • Step 3. Make the necessary changes.
  • Step 4. Click Save

Delete Category

    If a category is no longer operational, you can delete it. To delete a category:

    • Step 1. Go to Settings menu under Fixed Equipment module from the left sidebar -> Select the Categories menu.
    • Step 2. Hover over the category to be deleted and click  Delete

    • Step 3. Confirm your selection in the following pop-up. The category will be deleted.
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