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Category and Group Settings

In this article we explain the purpose of Categories and Groups, and how to customize your Categories and Groups list to meet the requirements of your organization.

Accessing Categories and Groups Settings

  1. You must be a Service Provider Administrator to manage Settings.
  2. Navigate to Tools > Service Provider Manager

  3. Select Categories and Groups from the directory of options on the left side of the screen. If you cannot see this option it is because you have not been granted Service Provider Administrator rights.

What are Categories and Groups

A Category is a name given to describe Service Provider organizations. For example you might create a Category called ‘Facilities and Property Services’.

A Group is a sub-set of the Category. For example "electrical", "plumbing", "cleaning", and "maintenance" could be Groups under the Category called ‘Facilities and Property Services’.

Categories and Groups are not mandatory however by using them you can easily organise your Service Providers, making it easier to create a report using filters, and/or setup notifications or triggers based on a category or a group. For example:

  • Run a report to show the total number of hours' members of any Service Provider organization in the ‘Facilities and Property Services’ Category have spent on-site over the last 12 months across one, some, or all of your locations.
  • Using the Triggers function you could create an email or sms alert when total hours spent on-site by members of the ‘electrical services’ group, in a specific period, reaches 'x' hours. If you have a budget this can be useful.

What is the Default Category and Groups List?

All accounts come with our default Categories and Groups list to get you started.

  • You can edit, rename, and delete any Category or group within a Category.
  • You can also create your own Categories and Groups within those Categories.

F.A.Q 

Question: Can an Organization belong to more than one Category?

Answer: Yes. Service Provider organizations can belong to one or more categories.

 

Question: Can an Organization belong to more than one Group?

Answer: Yes. Service Provider organizations can belong to one or more groups.

Editing Categories and Groups

  1. Select the green View button alongside the Category name you wish to edit
  2. Edit the Category Name and select Save

 

Editing Groups linked to a Category

  1. Select the green View button alongside the Category where the Groups exist
  2. Select the Manage Selection button alongside the Category Groups label

 

  1. You are presented with the list of current Groups linked to the Category.
  2. Select Manage Options

To Delete a Group select Delete > Ok > Finish Editing > Close Rules: You cannot delete a Category or Group if there is one or more organizations linked to that Category or Group.

  1. To Rename a Group select Rename > Make your Edit > Save > Finish Editing > Close
  2. Finally make sure you select Save on this final screen

Adding A New Category

  1.  Select the Create a New Category button
  2. Enter a Name for the Category
  3. Select Update Selection to add Groups to your new Category
  1. Select Manage Options
  2. To add a Group to your new Category select New Option
  3. Enter a Name for the Group and select Save
  1. To add additional Groups repeat steps 5 and 6 as often as is required then select Finish Editing
  2. Select Close
  3. Your new Category appears with its linked Groups – select the blue Save button

Adding A New Group

  1. Select the green View button alongside the Category where you wish to add a new Group
  2. Select the Update Selection button
  3. Select Manage Options
  4. To add a Group to your new Category select New Option
  5. Enter a Name for the Group and select Save
  6. Select Close
  7. Your new Category appears with its linked Groups – select the blue Save button

 

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