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Adding a Category or Group

Categories are a way of organizing multiple groups. All Groups created in UtilityTrac Plus must be placed in an existing Category.

To Add a Category:

  • Navigate to Groups & Benchmarking from the Main Menu.
  • Click to select either Place Groups or Meter Groups from the Groups navigation list.
  • Click the "+" icon beneath the Groups list to open the Category Wizard.
  • Follow the Wizard prompts to provide a name and code for the Category.
  • When done, click Save to save the new Category. Or click Cancel to exit the Wizard without saving.

To Add a Group to an Existing Category:

  • Navigate to Groups & Benchmarking.
  • Click to select the desired Category from the Groups navigation list.
  • Click the "+" icon beneath the Groups list to open the Group Wizard.
  • Follow the Wizard prompts to provide a name and code for the Group.
  • Select other desired Group parameters from the options provided. Click the "?" button for help if needed.
  • When done, click Save to save the new Group. Or click Cancel to exit the Wizard without saving.

 

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