Data Source Categories and Sub Categories

The Category and Sub Category fields on the Data Source New and Edit screens are optional. These fields are provided as a way to classify your data sources and make it easier for you to query for them. We provide you with several preset Category and Sub Category codes. You also have the ability to create new ones (Setup > Reports > Codes).

Below, we list the preset codes for your reference.

Category Code Related Sub Category Code
Barcode Reports Asset Barcodes
Barcode Reports Materials Barcodes
Barcode Reports PO Barcodes
Barcode Reports WO Barcodes
Charges Material Charges
Charges Miscellaneous Charges
Charges Time Charges
Data Maintenance Count Reports
Data Maintenance List Reports
Email Reports Content Reports
Form Reports Asset Forms
Form Reports Material Forms
Form Reports Planned Event Forms
Form Reports PM Forms
Form Reports Purchasing Forms
Form Reports Requisition Forms
Form Reports Resource Forms
Form Reports Vendor Forms
Form Reports Work Order Forms
Form Reports Blanket Order Forms
Form Reports Contract Forms
Form Reports Customer Forms
Form Reports Safety Forms
Form Reports Utility Forms
General General
Individual N/A
Management Reports Misc. Management Reports
Management Reports Monthly Management Reports
Management Reports Weekly Management Reports
Training Training