Categories in the house manager
Category I
The creation of categories is not absolutely necessary for starting with the house manager. However, before creating and assigning tasks for the first time, you should think about assigning them to different categories.
Categories serve to group tasks in order to evaluate them more meaningfully in reports. You can assign up to 8 categories (category I) with names.
Categories serve to group tasks in order to evaluate them more meaningfully in reports. You can assign up to 8 categories (category I) with names.
Example of explanation:
At the end of the year, you would like to know what maintenance you performed last year in object A. With the help of the object reference (place), period and category, you can easily output this information.
At the end of the year, you would like to know what maintenance you performed last year in object A. With the help of the object reference (place), period and category, you can easily output this information.
Category II
Category II (Cat. II) can be used to subgroup Category I. The use of categories II is voluntary and serves for detailed filtering of tasks.
If you cannot cover all necessary or desired filter categories by category I, choose for Kat. I General category names (example: control services) and specify them by category II.
If you cannot cover all necessary or desired filter categories by category I, choose for Kat. I General category names (example: control services) and specify them by category II.
Example of explanation:
In your company you would like to carry out an evaluation on various topics:
1. 1. Maintenance
2. 2. 2. Expertise and
3. 3. 3. Expert audits
4. Inspections
5. 5. Repairs
6. Tickets
7. Fleet Management
8. Quality Management
9. Standby service
10. Internal Affairs
In your company you would like to carry out an evaluation on various topics:
1. 1. Maintenance
2. 2. 2. Expertise and
3. 3. 3. Expert audits
4. Inspections
5. 5. Repairs
6. Tickets
7. Fleet Management
8. Quality Management
9. Standby service
10. Internal Affairs
In Category I, however, you only have eight fields available that you can describe individually.
To display all filters, you also need Category II. Select the names of category I so general that they can be described more closely.
To display all filters, you also need Category II. Select the names of category I so general that they can be described more closely.
Example of explanation:
Category I:
Control services
matching categories II:
Maintenance
SK Testing
SV test
Inspections
Repair
Category I:
Control services
matching categories II:
Maintenance
SK Testing
SV test
Inspections
Repair
Category I:
Demand performance
matching categories II:
Insurance case
Disaster
Vandalism
Demand performance
matching categories II:
Insurance case
Disaster
Vandalism
Examples of Category II in options
Please note:
You should perform these settings with a user who is created as an administrator in the system. Only with this role can you work in the Options menu item and create performance ranges and categories.
When delivering your house manager, you will receive an access that is already created as an administrator. You can find out how to enable/create user access to other people in the "User" section.
When delivering your house manager, you will receive an access that is already created as an administrator. You can find out how to enable/create user access to other people in the "User" section.
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