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Classifications and Types are used to categorize equipment or building systems into higher level (Classification) and lower level (Type) groupings. Classifications are required in order to create a PM schedule. Classifications and Types can be added manually. Examples: Classification=HVAC, Type=Air Handling Unit; Classification=Lawn Equipment, Type=Lawn Mower; etc.)
Adding Classifications
- Click on the Account Setup tab.
- Click on the Classifications link.
- In the right hand corner of the My Classifications list, click on + Add New Classification.
- Select a Group if you choose to group your Classifications. *Note: Groups are an additional tier of grouping Classifications and Types. This level of grouping is optional.
- Give your Classification a name in the Description field.
- If desired, chose an Icon Image you'd like associated with this Classification. Icons will appear with the Classification when adding a new schedule.
- Click Submit to save.
Adding Types
- Click on the Account Setup tab.
- Click on the Types link.
- In the right hand corner of the My Types list, click on + Add New Type.
- Select the Classification that this Type will be tied to.
- Give your Type a name in the Description field.
- If desired, chose an Icon Image you'd like associated with this Type. Icons will appear with the Type when adding a new schedule.
- Click Submit to save.
