Categories

Categories are the kinds of assets, such as computers, furniture or air-conditioning units (Kinds of assets, such as devices or furniture.). Each asset can belong to one category, which is used to filter the asset list and is written in the export. Asset managers keep this list short and clear.

From the side menu, open Assets › Categories.

What’s on this screen

• Add category: opens the form for a new category.
• Current and Trash: the categories in use, and those deleted, with their number.
• Search by code or name….

Columns

• Code: the category’s code.
• Name.
• Assets: how many assets belong to the category.
• Actions: the pencil icon edits the category, the bin icon moves it to the trash.

On the Trash tab, the list adds Deleted on, with Restore and Delete permanently.

Fields

• Code (required): up to 50 characters, unique. Imports use it to match the category (see Import assets). A code that belongs to a category in the trash cannot be reused until that category is restored or deleted permanently.
• Name (required): up to 255 characters.

How to add a category

1. Click Add category.
2. Fill in Code and Name.
3. Click Save, or Cancel to close without saving.
4. The message Category created successfully. appears.

To edit a category, click its row or its pencil icon, change the fields and click Save (Category updated successfully.).

How to delete a category

1. Click the bin icon in the category’s row.
2. The Move category to the trash? window explains that its assets keep it and that you can restore it from the trash. Click Move to trash.
3. The message Category moved to the trash. appears.

To bring it back, open Trash and click Restore. To erase it, click Delete permanently and confirm.

Caution

A category still used by assets, including assets in the trash, cannot be deleted permanently. Move those assets to another category first.

Required permissions

• Categories › View to open the screen.
• Categories › Add, Edit and Delete to add, edit, delete, restore and delete permanently.