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. Select Equipment > Setup > Categories.
  2. Click New Record.
  3. Specify this information:
    Category
    Specify a unique code identifying the category, and then specify a description of the category in the adjacent field.
  4. Specify the Equipment Class and Manufacturer.
  5. Click Save Record.
Parent topic: Setting up initial equipment information