The primary goal of Model Categories is to categorize different types of models in the system. Model Categories allow you to quickly access work order and asset data using filters for default and custom views, analytics, and data exports. Additionally, the Model Category is required for asset models in Incident IQ. You must always assign a Model Category when creating a new model.
Incident IQ comes with pre-populated Model Categories. But you can create your own model categories if necessary.
Some examples of new Model Categories would be Heating and Cooling, Transportation, HVAC units, Athletic Materials, Maintenance, and more.
Adding a New Model Category
You may want to create a new Model Category to accommodate equipment that does not fall into the default categories. Administrators can create additional model categories by clicking Admin > Model Categories in the left navigation bar, taking you to the Model Categories page. Click Add Category in the top right corner of the screen.
In the fly-out window, you will need to provide the following information:
The model category name
A parent category (appliances, HVAC units, athletic equipment, etc.)
An icon (optional)
An image (optional)
For models to be accessible for use in ticketing and assets, they must be added to a non-parent category. Ensure your new category is nested beneath a global parent category.
If you are using multiple modules in Incident IQ, select the product visibility for your new Model Category to enable or disable the availability of model categories by product module, specifically, Facilities assets.
Managing Existing Model Categories
Admins can edit or update Model Categories by selecting the desired category on the Model Categories page.
Default Model Categories: When editing a default category, the only editable field is Product Visibility.
Custom Model Categories: If you are editing a non-default category, you can modify:
Model category name
Parent category (Examples: appliances, HVAC units, athletic equipment, etc.)
Icon (Optional)
Image (Optional)
Product Visibility
Ensure Visibility:
To ensure your model categories are visible and functional, you must link the child category to a global parent category. This step is critical; without it, the custom category will not appear when users create a new work order.