Creating / Updating / Merging / Deleting Categories
Categories and Kinds are how you will organize and define your equipment in Equipment Management.
Categories will be a broad description of the items of equipment you have in your cache, such as Response Bags, Respiratory Devices or Rigging Gear.
Quickly Navigate to a Specific Section in this Article:
- Creating a New Category
- Updating an Existing Category
- Merging Category
- Deleting an Existing Category (we only recommend performing this action for items added in error)
Creating a New Category
🔑 ACCESS LEVEL: Owner, Editor and Member+ with Equipment Editor
- Go to Logistics > Equipment
- Go to the Categories tab
- Click Add Category
- Type in the name of the Category and click Add Category
- Your new Category will be at the bottom of the list
- Once you have added Categories you will then add Kinds within each
Updating an Existing Category
🔑 ACCESS LEVEL REQUIRED: Owners and Editors
💡 TIP: Alternative to the below steps, you can update by navigating to the Categories tab on the equipment dashboard, select Update Details, enter in the update and select Save Changes.
- Go to Team Settings
- Under Equipment select Categories & Kinds
- Hover over the Category you wish to update
- Click Edit
- Here you are able to edit the name of the category
- Click Edit Category
Merging Categories
If you've created a category in error or want to merge two of the same categories into one, this is the best course of action.
🔑 ACCESS LEVEL REQUIRED: Owners and Editors
- Go to Team Settings
- Under Equipment select Categories & Kinds
- Hover over the Category you want to merge, then select Merge
- Choose the destination Category where you want to merge the items into
- Select Permanently Merge
Deleting an Existing Category
Deleting a category will permanently remove it from the account, along with any associated data. It might be better to merge the categories instead—see the instructions above.
🔑 ACCESS LEVEL REQUIRED: Owners and Editors
⚠️ ATTENTION: You cannot delete a category of equipment if you have active kinds or equipment items in it, this is to prevent accidental mass deletion. To delete a category with items in it, you must first delete or move to another category each item of equipment. There is no bulk delete function for this.
- Go to Team Settings
- Under Equipment select Categories & Kinds
- Hover over the Category you wish to delete
- Click Delete
- Enter the password you use to log into the account
- Click Permanently Delete
