This article describes how you can create categories to assign your places to. Assigning your places to categories makes it easier to organise and find your places in the Places list. You can also run reports for a particular category; for example, the Geofence Report.
Categories for places are listed alphabetically in the My Categories list on the Places > Categories tab.
Create a category
To create a category:
From Places in the main navigation menu, open the Categories tab.
In the Category Name field, enter a name for your category.
Open the Icon drop-down list and select an icon. Places assigned to this category are marked with that icon when shown on the map.
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Open the Colour drop-down list and select a colour.
On the map, this colour highlights the perimeter area of the place.
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Choose one of the following category types:
Authorised: Places drivers are permitted to visit
UnAuthorised: Places drivers are not permitted to visit
Neutral: Places drivers are permitted to visit, but do not visit regularly
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Click Add.
The new category is displayed in the My Categories list. You can now assign places to this category.
Edit a category
To edit a category, in the My Categories list, click the pencil icon . You can change the category's name, icon, colour, and type. To apply the changes, click SAVE.
To delete a category, click the Trash icon .
Note
You cannot delete or rename default categories, but you can change their icon, colour, and type. Default categories do not have a trash icon beside them in the My Categories list.
Set default categories in My Account
In My Account, you can change the default category that a suggested geofence will be assigned to. You can change the default categories for "Employee Home", "Office locations", and "Fuel sites" only. Other place types are automatically assigned to the "Uncategorized" category.
When Reveal identifies a suggested geofences that it thinks is an employee home, office location, or fuel site, it assigns the suggested geofence to the category that is set in My Account. Category suggestions are based on factors such as the type of location and the hours of parking. You can review this data in the Metrics window.
To change the default categories:
From your Account Profile in the main navigation menu of Reveal, choose My Account, and then go to Manage your user and account preferences > Account Preferences > General Options.
Click EXPAND in the Categories section.
Open the drop-down list for "Employee Home", "Office locations", or "Fuel sites", and select a category.
Click SAVE.