Overview
Categories can be applied to different modules within Mobaro to allow you even more depth for filter dashboards, results, assignments, and more.
Users must be Super Users or have the following roles to create:
Assignment, File, Checklist, and Downtime Categories:
Organization: Administrate
Question Categories:
Question Category Hierarchies: Create
Assignment Categories
Creating Assignment Categories enables you to add categories to your assignments. When adding a category to assignments you will be adding a new filter to view e.g. categorize assignments on a dashboard. This way you get a quick overview of the subject of the assignment and e.g. which assignments occur most frequently.
To create an Assignment Category:
Navigate to Configuration
Ensure you are on the Assignments tab
Click the + Create new category button
Name your Category
Click OK
Checklist categories
Creating Checklist Categories enables you to add categories to your checklists and they are used to compare the categorized checklists on a dashboard. When adding categories to checklists, the categories can function as filters both on reporting dashboards and on your location overview. This helps you focus on a specific group of checklists.
Navigate to Configuration
Click on the Checklists tab
Click the + Create new category button
Name your Category
Click OK
Using the Checklist Category
Navigate to Checklists
Select a checklist to add this category to
Click the Edit button
When in the checklist, click the Settings button
Add the category and Save the checklist
Question Categories
Creating Question Categories enables you to add categories to the questions in your checklists. Question Categories are used for grouping specific questions, possibly spanning across several checklists. They can be used on the dashboard when looking at the scores of a location or a checklist.
Click the > next to Checklists
Click Question Categories
Click the + Create button
Give a name to the Hierarchy
Click the + Create button and select Group or Category
Continue to build each Hierarchy as necessary
Once created, these Question Categories can be attached to specific questions within your Checklists.
Downtime Categories
Creating Downtime Categories enables you to add categories to your downtime registrations. If one of your locations breaks down unexpectedly you are able to register downtime. A Downtime Category can be added to register the cause of the downtime and the categories can be used to compare the categorized registrations on a dashboard. Read more about downtime here.
Navigate to Configuration
Click on the Downtime tab
Click the + Create new category button
Enter a name for the category
Click OK
File Categories
Creating File Categories enables you to add categories to the images in your gallery. When adding categories to images, the categories can function as filters in your gallery. This helps you focus on a specific group of images. Adding categories to your images can also be a way of indicating something special about them. All the subscribers to the image, e.g. the user who created the image, will get a notification of the added category.
Navigate to Configuration
Click on the Files tab
Click the + Create new category button
Enter a name and optional description for the category
Select a color for the category
Click OK
Utilizing a File Category
Go to the gallery. When File Categories are available, a ‘Categories’ field will show in the image editor.
Chose an image.
In the editor click the Categories drill down and add multiple categories to the same image.
The color of the category will show the image in the gallery.