View and manage vehicle and asset categories

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The Vehicle and Asset Categories page lists all of the categories that have been created, plus the default categories.
The default categories and their descriptions are as follows:

  • Heavy equipment: A heavy-duty asset frequently used for earthworks and large construction tasks. Examples include excavators and cranes.
  • Heavy vehicles: A large motor vehicle used for carrying goods and passengers by road. Examples include semi-trailers, livestock vehicles, and buses.
  • Light vehicles: A small motor vehicle used for carrying goods and passengers by road. Examples include vans and pickup trucks.
  • Small equipment: An asset used for small to mid-sized tasks. Needs to be transported to a location by a vehicle or another asset. Examples include chainsaws and generators.
  • Trailers: An asset that can be attached to a vehicle via a towbar. Examples include tanks, flatbeds, and multi-car trailers.

On the Vehicle and Asset Categories page you can do the following:

  • View category information, including:
    • How many of your vehicles and assets have been assigned to each category
    • A description of each category
  • Create new categories
  • Edit existing categories
  • Delete categories
  • See how many of your vehicles and assets are currently not assigned to a category, in the Uncategorized field

reveal_veh_assets_cat_page.png

The Vehicle and Asset Categories page shows the following information for each category:

  • Category: The name of the category. The colored square beside the name indicates the color that has been assigned to the category.
  • Assigned: The number of vehicles and assets that are currently assigned to the category.
  • Description: A description of the category.

View vehicle and asset categories

From the Admin > Vehicles and Assets page, click the Settings icon cog.png to open the Vehicle and Asset Categories page.

Create a vehicle and asset category

You can create any number of categories to assign your vehicles and assets to.

To create a category:

  1. From the Vehicle and Asset Categories page, click the CREATE CATEGORY button to open the New category dialog box.
  2. Enter a name for the category in the Category name field.
  3. Optionally, enter a description in the Category description field.
  4. Select a color from the Category color field. Selecting a color makes it easier to distinguish the categories from one another when viewing the Vehicle and Asset Categories page.
    reveal_veh_assets_new_cat.png
  5. Click SAVE. The new category is listed on the Vehicle and Asset Categories page, and is also listed on the Assign Category dialog box > Category field drop-down menu.

Edit a vehicle and asset category

  1. From the Vehicle and Asset Category page, click the Edit icon Edit_Pencil_icon.png for the category that you want to edit. The Edit category dialog box opens.
  2. Make your changes.
  3. Click SAVE.

Delete a vehicle and asset category

  1. From the Vehicle and Asset Category page, click the Edit icon Edit_Pencil_icon.png for the category that you want to edit. The Edit category dialog box opens.
  2. Click DELETE.
  3. On the confirmation dialog box, click DELETE.

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