Report Categories, sometimes referred to as Tags, in the Metrix Asset Management System provide the ability for users to apply custom levels of organisation to their asset portfolio. The following sections provide instruction on you can create your own report categories within the Metrix Asset Management System.
This section contains basic information about report category definitions in the Metrix Asset Management system.
Report Categories, sometimes referred to as Tags, in the Metrix Asset Management System provide the ability for users to apply custom levels of organisation to their asset portfolio. This has proven to be very useful for grouping otherwise unrelated assets and components together for specific reporting purposes.
A report categories is simply a custom category, set by your administrators, with pre-defined category options, also configured by your administrators.
A classic example of a report category is a ‘Responsible Officer’ report category for ‘Airport’ assets. At an airport, there are many different asset classifications ranging from water/sewer infrastructure, transportation assets, as well as the airport specific items. All of these pieces of infrastructure could have different asset/component classifications that span different asset classes. A report category of ‘Responsible Officer - Airport Manager’ would allow you to group them together for specific reporting purposes.
Using the correct ID is important when accessing Metrix via APIs or using CSV file imports. The following details the ID values that can be used for report category references.
The report category ID is the only way to make a valid reference to a report category & option combination from external locations such as API calls or CSV Data Imports. Once a report category has been created, the ID value (which will remain constant regardless of alterations) can be found in the report category preview table in the ‘Code’ column.
This section contains how to guides with respect to report category definitions in the Metrix Asset Management system.
This section covers the necessary steps involved in creating a new report category within the Metrix Asset Management System. This extends to the initial creation of the category, as well as populating the category options for it.
To create a new report category within Metrix, complete the following steps:
Navigate to the ‘Report Categories’ management page (Assets Menu > Report Categories).
Click on ‘Create New Report Category’ at the top of the page.
This will initialise and display a blank report category definition in a new dialog window.
Set the new ‘Category Name’ by entering it into the text input.
Set the label for the first ‘Category Option’ for the report category by typing it into the corresponding option input.
To add additional ‘Category Options’ simply click on the plus (’+’) symbol next to one of the existing options.
To remove a ‘Category Option’ simply click the remove (’-’) symbol next to the corresponding option.
Each report category definition must have at least one (1) report category option assigned to it. This is why the first option in each set of report category definitions does not have a remove option.
As your organisation evolves over time, it may become necessary to alter your report category definitions to reflect additional or revised category options. Typically, this involves adding and/or removing category options. To edit an existing report category definition set, follow these steps:
Navigate to the desired Report Category (Assets Menu > Report Categories > Selected Category).
With the desired report category selected, a preview of the definition will appear on the right-hand side of the page. This is a read-only overview of the selected report category.
To remove a report category option, simply click on the trash can icon to the right of the option entry. If this icon is muted, it means that the option is currently assigned to an asset component and cannot be removed.
To add a new option to the category definition, click on ‘Create New Option for Current Category’ at the top of the category definition. A new dialog will appear, enter the label of the new option and click ‘Create’.
Renaming category titles or category option labels is currently NOT supported.
When a report category is no longer required, the Metrix Asset Management system provides functionality for administrators to permanently remove it from the system.
Deleting report categories cannot be undone. The following restrictions also apply when it comes to deleting forms:
To delete a report category (including all of it’s options), follow these steps:
To begin deleting a report category, navigate to that report category (Assets Menu > Report Categories > Selected Category).
Underneath the category title, there is an ‘Actions’ button – this type of button is implemented system wide as an indicator of additional options to manage a resource.
From the ‘Actions’ menu, choose ‘Delete Report Category’. If the button is not enabled, this means that the category cannot be deleted (see warning notes, above).
In the subsequent dialog, confirm your decision by clicking ‘Delete’.
The report category will now be permanently deleted from the system.