Property categories are similar to Additional Properties but allow you to name a new section that stores related properties or attributes on an asset's details page.

For example, you could create a new property category that stores fields related to the physical appearance of a device. On the device details page, users could enter data using the fields you added to the new section.

Custom Appearance Section Created for a Device

Property categories can be associated with most data objects in VertiGIS FM. How you add a custom section to an asset's details apge depends on the type of data object for which you are creating the custom section (i.e., property category):

•For assets managed in a hierarchy in VertiGIS FM Maintenance, like devices (in the Device and Systems Structure hierarchy), components (in the Component Structure hierarchy), and building construction groups, you must create property categories on the details page for the assets' group, designation, or version, depending on the range of assets to which you want the data fields available.

•For assets managed in other VertiGIS FM products, as well as task-based objects like orders and service desk tickets, you must create property categories in the administration section (Administration > Master Data > Flexible Properties). Here, you select a VertiGIS FM product and a data object managed within it, and define the data types to which you want to make the data fields available. You can limit the instances of the data object to which the fields are available using conditions and other filters.

Add Property Categories

The procedure to add a new property category varies depending on whether you are adding a property category for hierarchical assets (devices, components, or building constructions) or for other types of data objects.

Add a Property Category for Hierarchical Assets (Devices, Components, Building Constructions)

You can add a property category for assets managed in a hierarchy on the details page for the assets' group, designation, or version, depending on the range of assets to which you want make the new property category available.

To Add a Property Category for Hierarchical Assets

1.Navigate to the details page for the group, designation, or version that contains the devices or components to which you want to make the new property category available.

2.Expand the Property Categories section and click the Add () icon.

3.Enter a name for the property category. The name should describe the type of information the section will store on the details page.

Optionally, click the Add () icon next to Conditions to filter the availability of the new property category to assets that have a property you specify.

4.Click Save.

5.Expand the Properties section and click the Add () icon.

Alternatively, you can click the Assign Template () icon and assign a property template.

6.At minimum, enter a Name for the new property and select a Data Type. Refer to Property Details descriptions of all form fields.

7.Click Save and Close.

8.Repeat steps 5-7 until the category contains all the properties you want it to.

The property category now appears as its own section on the details page for all of the assets within the group, designation, or version.

Property Category on Asset Details Page

Users can fill out the form when they edit the high-level details of assets within the group, designation, or version

Data Entry in the Property Category

Add Property Category to Entire Device and Systems Structure or Component Structure

In VertiGIS FM Maintenance, you can create property categories that are available for all assets in either the Device and Systems Structure or Component Structure. This allows you to create an additional property or additional property template for each asset in the hierarchy without needing to recreate the same additional property or template for every group.

To create an additional property or property templates for all assets in a hierarchy, click Device and Systems Structure or Component Structure under References on the VertiGIS FM Maintenance legacy start page.

Links to VertiGIS FM Maintenance Hierarchies

To add a new additional property for all assets in the hierarchy, click the Add () icon in the Property Categories section.

Property Categories Section

You can then follow the normal workflow to add a property category, beginning with step 3.

Add a Property Category to Other Assets and Data Objects

For other data objects and assets that are not managed in hierarchies, you can create property categories in the administration section. These property categories will appear as sections on the details pages of all instances of the object to which you add it in the administration, unless filtered using conditions.

To Add a Property Category to Other Assets and Data Objects

1.Navigate to the Flexible Properties administration page (Administration > Master Data > Flexible Properties).

2.Expand the section for the VertiGIS FM product or module associated with the data object or asset for which you want to create the property category.

3.Double-click the object or asset for which you want to create a new property category.

4.Expand the Property Categories section and click the Add () icon.

5.Enter a name for the property category. The name should describe the type of information the section will store on the details page.

Optionally, click the Add () icon next to Conditions to filter the availability of the new property category to assets that have a property you specify.

6.Click Save.

7.Expand the Properties section and click the Add () icon.

8.At minimum, enter a Name for the new property and select a Data Type. Refer to Property Details descriptions of all form fields.

9.Click Save and Close.

10.Repeat steps 7-9 until the category contains all the properties you want it to.

The property category now appears as its own section on the details page for all instances of the data object to which you added it (in the example above, for all rooms).

Property Category on Asset Details Page

Users can fill out the form when they edit the high-level details of assets within the group, designation, or version

Data Entry in the Property Category

Property Details

Enter Data in a Property Category Section

On the details page for an asset or object associated with the property category, users can enter data in the property categories when they edit the core details of an asset or object.

Editing a Device with Property Category

Expand the section that shares its name with the name of the property category you created.

Property Category Section in Edit Asset Details Form

Users can then enter the data in each field, as per its specified data type.

Entering Data in a Property Category

Section Authorization

Note that you may need to edit the section authorization for the edit form and change the property category's setting to Visible. By default, property categories are usually invisible.

Section Authorization for Property Category

In the section authorization form, the group, designation, version, or data object for which the property category was created appears in brackets next to its name.

You may to separately enable the property category's visibility on the asset's details page so that users can see it when they are not editing the asset.