Access restricted
Only organisation Administrators can use Category Setup. Contact your administrator if you need changes to categories or equipment types.
Category Setup
Manage categories (top-level registers), equipment types, and inspection frequencies for your organisation. Use the tabs below to focus on one area at a time. Inactive items stay visible here but are hidden from dropdowns elsewhere; existing assets keep their current type.
Inspection frequencies
Display name plus either Months (interval in months) or Days (interval in days). Next inspection due dates are calculated from these fields (not from the name alone). When your organisation has no frequency rows yet, opening Category Setup adds the default set (Annually, Monthly, 5 Yearly, Bi-annually, Quarterly) automatically. Custom frequencies are highlighted with a green edge — scroll the table if you do not see them.
tbl_frequency.fd_orgId in the database. Until then, the app uses the legacy shared frequency list for dropdowns.
| Name | Type | Months | Days | Status | Actions |
|---|
Categories
| Icon | Name | Status | Actions |
|---|
Category types by category
Use three levels: the category chevron (beside each category name) shows or hides that category’s types table. Expand a category to use Add type for new equipment types under it. Each type row has a chevron to show or hide that type’s checklist steps (steps hidden by default). Use Move to category to reassign a type. With steps open, use Add Step to add a checklist step. To change checklist order, press and hold the grip icon beside a step, then drag up or down.