Add Option Categories

How to… Add Option Categories

1.   Click Asset Register - Options and Rules - Option Categories then .
The Option Category edit window opens.

     

2.   Click + in the toolbar.

3.   Enter the required data in each of the applicable tabs.
Header
Notes, if required.

4.   Save the record.

Business rules

Data fields

These data fields are captured or displayed on the Option Category - Header tab.

Field

Description/Setting

Code

A unique code to identify the Option Category.
For example “AIRCRAFT” or “VEHICLE”.

Description

A description of the Option Category.
For example “Aircraft” or “Vehicle”.

Site

The Site to which the Option Category applies.

A User with access rights to this Site can view and use this Option Category.

Select a Site from the Lookup list.

Active

Ticked if the Option Category is active and available in a Lookup list.