Setting up equipment categories

Categories provide a way to further organize pieces of equipment. For example, if a class is defined for motors, create a category for motor types and sizes.

Note: If you created custom attributes for equipment classes, those attributes roll down to the category level and are visible in the Custom Fields section of the Record View page.

To set up equipment categories:

  1. Open the Categories form.
  2. Click New Record.
  3. Category—Enter a unique code identifying the category, and then enter a description of the category in the adjacent field.
  4. Equipment Class—Enter the equipment class of the category.
  5. Manufacturer—Enter the manufacturer.
  6. Click Save Record.