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    Categorize Tab
    • 10 Aug 2023
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    Contents

    Categorize Tab

    • Updated on 10 Aug 2023
    • 1 Minute to read
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    Article summary

    Overview

    The Categorize tab allows for managing applied categories to an Asset Group. Ideally, all Assets are categorized prior to upload, but if not they can be added here or from the Main Assets page.

    See the example below for how to categorize from the Detailed Asset Page:

    Ex. How to Categorize 

    Managing applied Categories and Custom forms

    Note:
    This feature requires additional permissions to perform. Typically, these permissions are only given to Supervisors or Administrators, depending on Agency policy. Contact an administrator if unable to access these options.

    To remove one or more applied categories, click on the "x" to the right of the Category, then click on save as shown in the image below. Additional categories can always be added as needed. See Categorizing Assets for how to perform this action.

    Caution:
    Custom form data will also be removed from the Asset upon category removal and CANNOT be recovered.

    Ex. Removing a Category 

    Warning:
    Data deletion is possible if the Asset has already exceeded the Retention period for either Uncategorized or other selected Categories. Message bubbles will warn and require acceptance before the system will allow these changes. Be sure to check before applying a Category with a lower retention period than originally applied. 

    See the examples below:
    Ex. Set video to Uncategorized Retention
     
    Ex. Setting Asset to lower retention. Time to expiration is shown to avoid confusion prior to clicking OK. 
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