Categories and SubCategories

Categories and subCategories are used to create 2-tiered classifications for floors and zones. In general, a floor is classified according to the general purpose it was designed to serve, for example, Office/Cubicles or Manufacturing/Shop Floor. Zones are used to group properties, floors, or spaces and are often used to differentiate between similar spaces in different wings of a property or to group locations for reporting purposes.

For floor categories, the values you define populate the Category and SubCategory drop-down menus on the Categorization pane of the View Floor, Edit Floor, and Find Location pages. For zone categories, the values you define are used on reporting pages to specify reporting criteria and on the Zones Admin page when defining zones.

To open the Categories and SubCategories page:

  1. Open the Administration Menu page.

  2. Under the SPACE ADMIN heading, click Categories and SubCategories.

ClosedCreate a Category

A category defines the top-level classification of a floor or zone. To create a category:

  1. Click the Add Category link.

    The Add Category dialog box opens, allowing you to define the new value.

  2. In the Name field, enter the category name.

  3. In the Tab Order field, enter a numeric value.

    The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

  4. In the Active field, select Yes to make this category active.

    Inactive values remain in the system, but are not displayed to users.

  5. In the Number field, enter a value if you want to associate a numeric code with the category.

  6. In the Requires Allocated Individual field select a value.

    If this functional category will be used to create complex allocations, select Yes to indicate that when this functional category is selected as a complex allocation method layer, users will be required to create a nested Allocated Individual method layer as well. This flag can be used in conjunction with a Complex Allocation activity group to implement grant tracking.

  7. In the Requires Account field, select a value.

    If this functional category will be used to create complex allocations, select Yes to indicate that when this functional category is selected as a complex allocation method layer, users will be required to associate NPFA accounts with it. This flag can be used in conjunction with a Complex Allocation activity group to implement grant tracking.

  8. In the Description field, enter a description of the category.

    This field can be used to provide more information about the category. This value can be up to 1000 characters long. As you type, the character count updates indicating the number of additional characters that can be entered.

  9. In the Type field select the type of category, either Floor or Zone.

  10. Click ADD.

    The category is added to the system. The category parameters are displayed, including the name of the user who added the category and the date and time it was added.

ClosedEdit a Category

Categories can be modified. For example, if you want to change the value that users see, you can change the category name. To edit a category:

  1. In the Type field, select the type of category you want to edit.

  2. In the Category field, select the category you want to edit.

  3. Click the Edit Category link.

  4. Modify any of the following values:

    • Name – the value that users see
    • Description – information about the category
    • Tab Order – the position in which the category will be displayed in drop-down menus
    • Active – Yes indicates that the category is active (displayed to the user)

    You cannot modify the category type.

  5. Click UPDATE.

    The modified category parameters are displayed, including the name of the user who edited the category and the date and time it was modified.

ClosedDelete a Category

Categories that have not been used can be deleted from the system. You can delete a category if it has not been assigned to any floors or zones and it does not have any subCategories associated with it. If an unused category has subCategories beneath it, you must first delete the subCategories before you can delete the category.

If a category has been used but is no longer needed, you can edit it and make it inactive to prevent it from being displayed to users.

To delete a category:

  1. In the Type field, select the type of category you want to delete.

  2. In the Category field, select the category you want to delete.

  3. Click the Edit Category link.

  1. Click the Delete link in the upper right corner of the dialog box.

    A dialog box opens asking you to confirm your choice.

  2. Click OK.

ClosedCreate a SubCategory

A subCategory defines a second-level classification of a floor or zone, below a category. To create a subCategory:

  1. In the Type field, select the type of category you want to add a subCategory to.

  2. In the Category field, select the category you want to add the subCategory to.

    The detail fields for the category and a list of all the defined subCategories appear.

  3. Click the Add SubCategory link.

    The Add SubCategory dialog box opens.

  4. In the Name field, enter the subCategory name.

  5. In the Description field, enter a description of the subCategory.

    This field can be used to provide more information about the subCategory. This value can be up to 1000 characters long. As you type, the character count updates indicating the number of additional characters that can be entered.

  6. In the Tab Order field, enter a numeric value.

    The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

  7. In the Active field, select Yes to make this subCategory active.

    Inactive values remain in the system, but are not displayed to users.

  8. Click ADD.

    The subCategory is added to the system. The name of the user who added the subCategory and the date and time it was added are displayed.

ClosedEdit a SubCategory

SubCategories can be modified. For example, if you want to change the value that users see, you can modify the subCategory name. To edit a subCategory:

  1. In the Type field, select the type of category containing the subCategory you want to edit.

  2. In the Category field, select the category you want to add the subCategory to.

    The detail fields for the category and a list of all the defined subCategories appear

  3. Click the Edit link next to the subCategory you want to edit.

  4. Modify any of the following values:

    • Name – the value that users see
    • Description – information about the subCategory
    • Tab Order – the position in which the category will be displayed in drop-down menus
    • Active – Yes indicates that the subCategory is active (displayed to the user)

  5. Click UPDATE.

    The modified subCategory parameters, including the name of the user who edited them and the date and time when they were edited, are displayed.

ClosedDelete a SubCategory

SubCategories that have not been used can be deleted from the system. If you want to delete an unused category, you must first delete the subCategories below it.

If a subCategory has been used but is no longer needed, you can edit it and make it inactive to prevent it from being displayed to users.

To delete a subCategory:

  1. In the Type field, select the type of category containing the subCategory you want to delete.

  2. In the Category field, select the category containing the subCategory you want to delete

    The detail fields for the category and a list of all the defined subCategories appear

  3. Click the Edit link next to the subCategory you want to delete.

  4. Click the Delete link in the upper right corner of the dialog box.

    A dialog box opens asking you to confirm your choice.

  5. Click OK.

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