Equipment Categories
Equipment categories group your equipment into the kinds of things you actually manage, such as Air Movers, Dehumidifiers and Air Scrubbers. Once categories are set up, the Dashboard and the Equipment Location report break your counts down by category instead of lumping everything under "No Category".
1 Create Add your categories. | 2 Assign Give each asset type a category. | 3 Check Confirm the counts. | 4 Done Reports group by category. |
Before You Begin
How Categories Work
A category isn't assigned to each piece of equipment one at a time. It's assigned to an asset type, and every piece of equipment of that type picks it up automatically.
| Level | Example | What It Is |
|---|---|---|
| Asset | DH-014 | One physical piece of equipment with a tag. |
| Asset Type | LGR 7000 Dehumidifier | The make or model. Many assets share one type. |
| Category | Dehumidifier | The kind of equipment. Many asset types can share one category. |
NOTE Set a category once on an asset type and every asset of that type is counted in that category. If one asset type has 100 pieces of equipment, one change sorts all 100. |
What You'll Need
- An Overview portal login with Admin access
- A short list of the categories you want, such as Air Mover, Dehumidifier, Air Scrubber and Heater
TIP Keep the list short and use the words your team already uses. Ten clear categories are more useful than forty narrow ones. |
Part 1: Create a Category
Skip this part if the category you need is already in the list.
1Open Asset Type Category
From the left-hand menu, select Admin, then Asset Type Category. You'll see the categories you already have and how many asset types use each one.
2Click Add
Click the + (Add) button next to the page title. The Add Asset Type Category window opens.
3Name the category and save
- Name: the category name customers and technicians will see, such as Dehumidifier.
- Comment (optional): a note for your team, such as "All LGR and conventional dehus".
- Click Save.
The Save button stays grayed out until you enter a name.
Repeat for each category you need.
Part 2: Assign the Category to Asset Types
1Open Asset Type
From the left-hand menu, select Admin, then Asset Type. The Category column shows which category each type has. A blank cell means no category yet.
TIP To see only the types that still need a category, click the funnel icon under Category, choose Is empty and click Apply. Then sort by Used By Asset(s) so you fix the types with the most equipment first. |
2Select an asset type and click Edit
Click the row for the asset type, then click the pencil (Edit) button next to the page title. The Edit Asset Type window opens.
3Choose the category
Click the Category drop-down and pick the category that fits. Leave the other fields as they are.
4Save
Click Save. The category now shows in that row's Category column. Repeat for each asset type.
IMPORTANT Only change the Category field. Changing Tracking Type or Presentation changes how that equipment is tracked and shown on the map. |
Part 3: Check Your Results
- On Admin > Asset Type Category, the Used By Asset Type(s) column shows how many asset types use each category.
- Run the Equipment Location report. Your equipment is now counted by category in each warehouse, vehicle and job site.
- The Dashboard charts now show a line for each category.
Edit or Remove a Category
| To | Do This |
|---|---|
| Rename a category | On Asset Type Category, click the category row, click the pencil (Edit), change the name and click Save. Every asset type using it picks up the new name. |
| Move a type to another category | On Asset Type, edit the type and pick a different category. |
| Remove a category | On Asset Type Category, click the category row, then the trash can (Delete). |
TIP Before deleting a category, check its Used By Asset Type(s) count. If it isn't 0, move those asset types to another category first. |
Troubleshooting
| Issue | What to Try |
|---|---|
| I don't see the Admin menu | Your login may not have Admin access. Ask your company's Overview administrator, or contact Customer Support. |
| The Save button is grayed out | Enter a Name first. |
| The Edit button does nothing | Click a row to select it first, then click Edit. |
| My new category isn't in the drop-down | Click the Refresh button on the Asset Type page, or reload the page. |
| Reports still show "No Category" | Check that the asset type for that equipment has a category on Admin > Asset Type, then run the report again. |
| Some equipment is in the wrong category | That equipment's asset type has the wrong category, or the equipment is set to the wrong asset type. Editing an Asset |
Quick Reference
| Create a Category | Assign It |
|---|---|
| Admin > Asset Type Category | Admin > Asset Type |
| Click +, enter a Name, click Save | Select a row, click the pencil |
| Repeat for each category | Pick a Category, click Save |
| Check Used By Asset Type(s) | Filter Category by Is empty to find the rest |
Related articles: Equipment Location Report · Dashboard · Asset Types
NEED HELP? Overview Customer Support Email: overviewcustomerservice@logikos.com Please include the category and asset type names with any support request. |