How to Categorise Ops for Easy Reporting

Who is this article for?

 Primary Admins that want to decide how Ops will be categorised at their Org

You can categorise your Ops by defining their Op Type. This is useful for reporting - where you might want to see all Ops related to 'Cleaning' or perhaps even 'EHO' (to export data for an inspection).

Note that this is something that can only be performed by Primary Admins in Settings > Advanced > Op Setup > Op Types

1. Define Op Types

Start by configuring your Op Types.

Now you can:

1. Rename Op Types
2. Rearrange the order in which they will be reflected throughout the system
3. Add more Op Types
4. Delete unused Op Types

3. Categorising Ops by Type

Now that you've defined your Op Types, you can assign them to your Ops individually in the Op Builder, under the Op Settings.

Now, when viewing your Analytics page, it will be easier to track what category your Ops belong to and act accordingly.

4. Reporting on Op Types

Once your Team has started using the Ops you have created, you will be able to view all the data generated on the Analytics page.