About Categories
A category is a label for certain MaintainX entities. You can use categories to organize your work within the organization. You can group entities using categories to sort them quickly or report on them. MaintainX has default categories that you can modify, or you can create custom categories that suit your company's needs.
- Administrators and Full Users can create and manage categories for an organization. For more information, see Create a Category.
- Administrators can generate reports to get insights into their organizations. You can use categories to filter entities which can be useful when creating reports or viewing entities. For more information, see Filter and Sort Work Orders.
Filter Using Categories​
You can use categories to filter and find work orders, work order templates, and procedures across MaintainX, making them easier to locate when needed.
Reporting Using Categories​
In the Reporting module, you can filter categories in the default and custom dashboards to get information about specific entities. For example, you can view the number of completed work orders with a specific category within a date range. For more information, see:
You can view the number of completed work orders with a specific category within a date range. For more information on category data, see View Category Data.
Global Categories​
If your MaintainX account includes a Global organization, global categories help you standardize and efficiently manage categories across all your sub-organizations. You can create categories in your global organization and roll them out to your sub-organizations, or merge duplicate or redundant categories in your sub-organizations into new global categories. For more information, see Global Categories.