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Object Categories


Object Categories

Overview

Types are the main database object classification for all database objects. Some objects provide a category option that allows further classification options. Users will see the description you write for the category if they click on the 'i' button next to that category: i button Categories can be assigned to the following objects:

  • Items
  • HelpDesk Tickets

Categories can be configured in any manner you deem appropriate to best match your classification scheme. Examples:

CategoriesClassification
ItemsResistors, Capacitors, Processors, Washers, Screws, etc.
HelpDesk TicketQuestion, Service Request, Upgrade, etc.

Object Category assignment can be viewed and assigned on the General Page of the object form.

Categories can be used when defining process rules such as:

  • Signoff workflows
  • Required fields
  • Part Number schemes
  • Report criteria

Object categories can be modified under the object specific section in the Administrator.

Adding Categories

To add an object category, click the Add toolbar button. This will present the Add Category panel.

Each object category will contain different properties. Refer to the Properties section for more information on each property. Once all fields/options are set, click the Apply or Add button to create the category.

Category Properties

Each object category contains different properties. The following table describes each available property.

PropertyDescriptionObject(s)
NameName/title of the object categoryItems, HelpDesk Tickets
DescriptionFull description of object category. Note: what you write here will show up for users when they click the 'i' next to this category.Items, HelpDesk Tickets
Member of TypeAutomatically selects a parent type when selectedItems
Auto NumberSet the AutoNumber group and overridesItems, Changes, Quality, Projects, Training, HelpDesk Tickets

AutoNumber Settings

Auto Numbers are used by Empower to automatically set Part Numbers (Item forms), Change Numbers (Change forms), Issue Numbers (Quality/CAPA forms), Training Numbers, and HelpDesk Tickets.

Auto Numbers provide a numbering scheme that allows you to assign unique numbers/identifiers to specific objects (such as Part Numbers for items/BOMs, and Change/ECO Numbers). Each Auto Number can have any number of "sections", however one "section" must be defined as the "increment" section.

The properties of the Auto Number group provide a default pattern for sections, separation characters, and increment sections. Auto Number groups can be assigned to specific class codes (such as Item Types, Item Categories, Change/ECO Types, Quality/CAPA Types, etc.)

When creating or modifying class codes (Types and Categories), you will be able to select an Auto Number format and override the settings of that group.

For more information: Autonumbering in Empower.

Editing Categories

To modify a category, click the Edit icon on the list.

This will invoke the Edit Category panel:

Once the desired changes are made, click the Update button to save the changes.

Removing Categories

To remove an entry, click the Delete icon on the list. You will be asked to verify the removal:

Enabling Categories

Deleting an entry will "disable" the record in the database. You can view disabled entries by checking the Display Disabled option.

You can activate/enable the entry by clicking the Enable icon.