Assets general

• How do I create a new category?
• How do I hide categories and make them visible?
• How do I search for a category?
• Safety critical and/or operational critical?
• How do I add photos to a category?
• How do I copy or move photos between categories?
• How do I change the order of a category, group or task?
• How do I add a detail to a category?
• How do I reorder the details?

How do I create a new category?

1. Right-click on a category. The new category will be created as a subcategory of the selected category. To create a new main category, click on an empty part of the tree structure.
2. Click on New category...
3. Complete all required fields.
   
   
   
4. Click on Save & close.

If you clicked on the wrong category in step 1, you can change the parent category in this window. 

How do I hide categories and make them visible?

Hide a category: 

1. Right-click on a category and select Hide category.
2. The category is now hidden.

Make a category visible:

This is only possible when the remark Some categories are hidden can been seen at the bottom of the tree structure.

1. Right-click under the final category in the tree structure and select Show hidden categories.
2. The categories are now visible again.

How do I search for a category?

Use the search bar at the top of the tree structure to search for a category.

1. Enter the name or partial name of the category.
2. Click on
3. The tree structure will now only show the categories in which the search term appears.

To display all categories, delete the search term and click on the search icon.

Safety critical and/or operational critical?

MXSuite allows you to mark a category as critical. MXSuite offers the option to filter all tasks based on criticality. Using that, the worklist can be filtered on critical equipment.

There are 2 types of critical marks:

1. Safety critical: this is used to mark a category (equipment) as safety for ISM / class, such as a main engine.
2. Operational critical: this is to mark a category (equipment) as safety for operational use, such as a towing winch.

There are different icons used to indicate critical categories:

Icon	Explanation
	The category is marked as safety critical.
	The category is marked as operational critical.
	The category is marked as safety critical and operational critical.

To mark a category as critical:

Right-click on a category and select Mark as safety critical or Mark as operational critical.

How do I add photos to a category?

1. Open the tab Photos on a category
2. Click on New...
   
   
   
3. Click on Browse... 
   
   
   
4. Select the images.
5. Click on Save & close.

Permitted image formats are: .BMP .DIB .RLE .JPG .JPEG .JPE .JFIF .GIF .TIF .TIFF .PNG

How do I copy or move photos between categories?

1. Select the photos you want to copy.
2. Click on Actions... > Copy.
   
   
   
3. Select the category the photos need to be copied to.
   
   
   
4. Click Save & Close.

How do I change the order of a category, group or task?

The same process is used to change the order of a category, group or task in MXSuite.

1. Right-click on a category, group or task and select Reorder...
2. Select a line and use Move up and Move down to change the order.
3. Click on Save & close.

How do I add a detail to a category?

1. Select the desired category in the tree structure.
2. Select Details.
   
   
   
3. Within the properties area, click New...  
4. Complete all required fields.
   
   
   
5. Click on Save & close.

Show on service orders: Select this option to send the detail along with a service order.
Show on product orders: Select this option to send the detail along with a product order.

How do I reorder the details?

1. Right-click on a detail and select Reorder attributes...
2. Select a detail and use Move up and Move down to change the order.
   
   
   
3. Click on Save & close.