Asset categories

Rename the starting categories, add your own up to three levels deep, or hide the ones you don't use.

1 min readLast updated

Applies to: Assets & Plant · Administrator, Safety officer (HSEQ)

The register starts with a set of categories (vehicles, plant and machinery, drones, tools, mowers and grounds equipment, IT, furniture, sports gear, kitchen and catering, fire safety equipment, playground, building services, other). Make them your own.

How to change categories

  1. Step 1: Open Assets, then Categories.
  2. Step 2: To rename one, change its name and select Rename.
  3. Step 3: To add one, enter its Name, choose Under (or Top level) and select Add. Categories go three levels deep at most.
  4. Step 4: To hide one you don't use, select Hide. Show brings it back.

Hidden categories stay on the assets that have them. Only people who manage every asset (admins and, for builders and other businesses, safety officers) can change categories.

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