> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kodelabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Categories & Issue Types

> Categories and issue types for classifying and routing work orders

In AssetOps, **categories** and **issue types** are created at the [portfolio level](/products/assetops/quickstart/usage-workflow#portfolio-level) and provide a consistent way to describe the type of maintenance job a work order represents.

Categories define broad groups such as HVAC, electrical, or cleaning. Issue types represent specific problems or tasks within each category. This structure helps [route work](/products/assetops/resources/routing-dispatch) to the appropriate teams.

You can assign categories and issue types when [creating corrective maintenance work orders](/products/assetops/work-orders/work-orders-overview#create-a-work-order).

```mermaid actions={false} theme={"theme":{"light":"github-light","dark":"github-dark"}}
---
config:
  theme: neutral
---
flowchart LR
 subgraph s1["Portfolio-Level"]
        C["Categories"]
  end
 subgraph s2["Portfolio-Wide Categories"]
        C1["Electrical"]
        C4["Plumbing"]
  end
 subgraph s3["Category-Specific Issue"]
        I1["Exposed Wires"]
        I3["Circuit Overload"]
  end
 subgraph s5["Category-Specific Issue"]
        I7["Leaking Pipe"]
        I9["Clogged Drain"]
  end
    A["AssetOps"] --- B["Portfolio"]
    B -- access --- C
    C -- "portfolio-wide" --- C1 & C4
    C1 -- issue types --- I1 & I3
    C4 -- issue types --- I7 & I9

     C:::Sky
     C1:::Rose
     C4:::Rose
    classDef Sky stroke-width:1px, stroke-dasharray:none, stroke:#374D7C, fill:#E2EBFF, color:#374D7C
    classDef Rose stroke-width:1px, stroke-dasharray:none, stroke:#FF5978, fill:#FFDFE5, color:#8E2236
    linkStyle 1 stroke:#00C853,fill:none
    linkStyle 2 stroke:#FF6D00,fill:none
    linkStyle 3 stroke:#FF6D00,fill:none
```

Open **Categories** from the portfolio sidebar to open the **Categories & Issues** page. Use the **Categories** and **Issue types** tabs to manage each list.

***

## Categories

A **category** is a broad work order group shared across the portfolio, such as HVAC, plumbing, or cleaning. Define categories before you create issue types that belong to them.

### View the categories list

Select the **Categories** tab to see all categories.

<Frame caption="The Categories tab lists all portfolio categories with search and add actions">
  <img src="https://mintcdn.com/kodelabs/E_jpUki-mggVLzq3/images/assetops/assetops-portfolio-categories-list.png?fit=max&auto=format&n=E_jpUki-mggVLzq3&q=85&s=d4eb05caa0cc903a6683fafe737c1b06" alt="AssetOps Categories and Issues page with Categories tab showing a searchable list of category names and Add Category button" width="1024" height="540" data-path="images/assetops/assetops-portfolio-categories-list.png" />
</Frame>

The table includes a **Name** column for each category. Tab badges show the total category count.

Use the search field to filter categories by name. Select the header checkbox to select all categories on the page for bulk actions.

### Add a category

Select **+ Add Category** to open the creation dialog.

<Frame caption="Enter a name and select Create to add a new category">
  <img src="https://mintcdn.com/kodelabs/E_jpUki-mggVLzq3/images/assetops/assetops-portfolio-categories-add-modal.png?fit=max&auto=format&n=E_jpUki-mggVLzq3&q=85&s=308b9cae7f8f8da2cba416cfa1372a83" alt="Add Category modal with required Name field and Cancel and Create buttons" width="767" height="280" data-path="images/assetops/assetops-portfolio-categories-add-modal.png" />
</Frame>

<Steps>
  <Step title="Open the Categories tab">
    In AssetOps, navigate to **Categories** and select the **Categories** tab.
  </Step>

  <Step title="Select + Add Category">
    Select **+ Add Category** in the top right.
  </Step>

  <Step title="Enter the category name">
    Enter the **Name** in the dialog. This field is required.
  </Step>

  <Step title="Create the category">
    Select **Create**. The new category appears in the list.
  </Step>
</Steps>

### Export categories

Open the menu next to **+ Add Category** and select **Export** to download category data.

<Frame caption="The overflow menu includes Export for category data">
  <img src="https://mintcdn.com/kodelabs/E_jpUki-mggVLzq3/images/assetops/assetops-portfolio-categories-export-menu.png?fit=max&auto=format&n=E_jpUki-mggVLzq3&q=85&s=84b34dced7de9cf877714de4b4ddf88c" alt="Add Category button with overflow menu open showing Export option" width="262" height="118" data-path="images/assetops/assetops-portfolio-categories-export-menu.png" />
</Frame>

### Delete categories in bulk

Select one or more categories using the row checkboxes, then select **Delete** to remove them.

<Frame caption="Select categories with checkboxes, then use Delete for bulk removal">
  <img src="https://mintcdn.com/kodelabs/E_jpUki-mggVLzq3/images/assetops/assetops-portfolio-categories-bulk-delete.png?fit=max&auto=format&n=E_jpUki-mggVLzq3&q=85&s=881186b6d3c05c97544dc5e0ce10b206" alt="Categories tab with multiple categories selected and Delete button visible in the action bar" width="1024" height="401" data-path="images/assetops/assetops-portfolio-categories-bulk-delete.png" />
</Frame>

### Edit or delete a category

Open the row menu on a category to **Edit** the name or **Delete** the category.

***

## Issue types

An **issue type** is a specific maintenance problem or task within a category, such as **Air flow** under **HVAC** or **Leaking pipe** under **Plumbing**. Create categories first, then add issue types under each category.

### View the issue types list

Select the **Issue types** tab to see all issue types and their parent categories.

<Frame caption="The Issue Types tab lists each issue with its parent category">
  <img src="https://mintcdn.com/kodelabs/E_jpUki-mggVLzq3/images/assetops/assetops-portfolio-categories-issue-types.png?fit=max&auto=format&n=E_jpUki-mggVLzq3&q=85&s=b2754af97369e2360f5a0aec11683e54" alt="AssetOps Issue Types tab with Name and Category columns, search field, Filters button, and Add Issue Type button" width="1024" height="629" data-path="images/assetops/assetops-portfolio-categories-issue-types.png" />
</Frame>

| Column       | Description                                                  |
| ------------ | ------------------------------------------------------------ |
| **Name**     | Issue type display name (for example, Air Flow, After Hours) |
| **Category** | Parent category the issue type belongs to                    |

The tab badge shows the total issue type count. Use the search field to filter by name. Use **Filters** to narrow the list further. Pagination controls at the bottom help you navigate large libraries.

The same issue name can exist under different categories when the work applies to multiple programs. Each row maps one issue type to one category.

### Add an issue type

Select **+ Add Issue Type** to open the creation dialog.

<Frame caption="Enter a name, select a category, and select Create to add an issue type">
  <img src="https://mintcdn.com/kodelabs/E_jpUki-mggVLzq3/images/assetops/assetops-portfolio-categories-add-issue-type-modal.png?fit=max&auto=format&n=E_jpUki-mggVLzq3&q=85&s=63a20d2a2a7d74bd0839eba6e83c9145" alt="Add Issue Type modal with required Name and Category fields and Cancel and Create buttons" width="772" height="395" data-path="images/assetops/assetops-portfolio-categories-add-issue-type-modal.png" />
</Frame>

<Steps>
  <Step title="Open the Issue Types tab">
    In AssetOps, navigate to **Categories** and select the **Issue types** tab.
  </Step>

  <Step title="Select + Add Issue Type">
    Select **+ Add Issue Type** in the top right.
  </Step>

  <Step title="Enter name and category">
    Enter the **Name** and select the **Category** the issue type belongs to. Both fields are required.
  </Step>

  <Step title="Create the issue type">
    Select **Create**. The new issue type appears in the list.
  </Step>
</Steps>

### Edit or delete an issue type

Open the row menu on an issue type to edit its name or category, or to delete it. Select multiple rows and use **Delete** for bulk removal.

***

## Related modules

<CardGroup cols={2}>
  <Card title="Routing & dispatch" icon="route" href="/products/assetops/resources/routing-dispatch" arrow={true}>
    Route work orders to teams based on category and issue type.
  </Card>

  <Card title="Create work orders" icon="clipboard-list" href="/products/assetops/work-orders/work-orders-overview#create-a-work-order" arrow={true}>
    Assign categories and issue types when creating corrective maintenance.
  </Card>
</CardGroup>
