Area categories
- Sebastiaan Gouw (Deactivated)
Create and maintain area categories made easier and accessible for clients.
As Client,
I want to create my own area categories easily
So, that I can make a good distinction between the different areas, which I can also use for reporting and filtering purposes
To make it easier to create and maintain area categories in Workplace, a new include is added to the page of the Master Data Module setting.
Furthermore, because the area type field is mandatory when using Workplace Analytics (and other functionalities in the future) this can be set on the category.
Each newly created area will inherit the type from the category.
From here, categories can be added or mutated.
Because of the importance of the area type field, two extra functions are also added to update and maintain them:
Update areas with empty area type → All area with an empty area type will be updated based on the area type set on the category
Update area type for all areas related to selected categories → This can be used when an area type is changed on a category, all area in the selected categories will be updated to the area type set on the category.
Categories can be added by an admin user, the page for the creation is for everyone the same.
When you open a category, fields and options based on the admin level, the options will be different.
Admin level 1 or 2:
Can create a new category and set the next fields:
Admin level 3:
Can create a new category and set the next fields:
N.B: When creating an override (via the function in the top-right corner) on a baseline category, the override fields are shown in an include: