In qiip, administrators use "categories" to organize content based on 5 types: "Task" type categories, "Tools and materials", "Inventory to maintain" type categories, "Location", and "Worker skills" type categories.
- The task type category is used to include the options a user can select, to specify the subject or which department a New Request is addressed to.
- Worker skills category type is useful to describe the profile and specialization of the staff members.
- The Tools and materials category type is used to group resources list items that have common characteristics.
- The Inventory to maintain category type is used to establish different groups in the list of Inventories to maintain, which includes machinery or elements that require maintenance interventions.
- Location category types are used to establish different zones as floors of the same building or departments for the created locations.
From the Categories section, on the left side panel, you can add as many categories as you need to organize all the information.
Before adding Locations, Inventories to maintain and tools, you can start by creating all the categories you need to sort your contents. Or, if you prefer it, you can work without establishing categories, but later on, you will find them really useful to filter results and find what you are looking for easier and faster.
Task category type
Think about what options you will show your users so that they can include the information they need in each request (sort by type of incident, by department, by project...).
Admin Web Portal-> Categories-> Task type
An user’s visualization from the App when creating a New Request.
When an user sends you a request, he may not select any option, either because it doesn't fit what he wants or because he chooses not to select any. That's okay, it's not a required field. In any case, if you detect recurring requests that you still don't have classified, you can include them as Task type categories. On the other hand, if an user reports a request without selecting one of the options, as an administrator or as responsible, you can edit it later to classify it.
Worker skills category type
In addition to the personal data of managers and workers, the administrator can create a list with the workers skills that describe the profile of the staff and allow filtering results to assign specialized personnel to each task.
Admin Web Portal-> Categories-> Worker skills type
A worker skill category type can be something general like: plumbing, electrical installations... a more specific knowledge regarding a particular machine or field or the name of the department it belongs to, it all depends on how you prefer to organize it!
You can add new categories of ability type from the Category section on the side left side menu or from the user details tab as well.
Admin web portal-> Users-> Edit user
Tools and material category type
You can add a name or a code that groups resources with similar characteristics. A category of type Tools and materials can be something general like paints, cleaning, office supplies, computer equipment, critical products...
Admin Web Portal-> Categories-> Tools and materials type
In the Tools and materials section of the side panel you can create a list of resources available for the execution of tasks. You can search them by their name, but if you organize them by "Tools and materials type categories", you will find it easier to find what you are looking for or see the list of elements that make up each group.
Inventory to maintain category type
Inventory to maintain category types are used to give a name to a group of elements that require maintenance interventions.
Admin Web Portal-> Categories-> Inventory to maintain type
In the Inventory to maintain section it is possible to identify and gather in a list elements or spaces on which tasks are performed either machines, facilities ... The created inventory categories types can help you to classify them even more specifically by types of maintenance such as visual checks, periodic measurements, cleaning ... all depends on which keyword will be helpful to you when you want to filter items on which you perform tasks with a common feature.
Location category type
Locations are registered according to their geographical location from the Locations section of the side panel. However, if you want to specify different areas of the same space, you can also add categories of this last type to help you to differentiate floors of the same building, different meeting rooms, etc.
Admin Web Portal-> Categories-> Location type
This is all you need to know as an administrator to manage these tags. If you prefer it, you can work without using them, but they are designed to be useful to perform faster queries at the same time that the lists of tools, inventories or skills are growing.