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Categorizing elements

Written by Océane Saez

Why categorize an element?

Ealico can retrieve your elements directly from your CMMS when Ealico is linked to it. Elements created in your CMMS are therefore transferred as "To categorize" elements. It's essential to categorize these elements so they can be used and linked to a regulation.

How do I categorize an element?

To categorize an element, simply:

  1. Select one or several site(s) and the "Miscellaneous" / "To categorize" regulation

  2. Filter for the element you want to categorize

  3. Click on "Action"

  4. Click on "Categorize the element"

  5. Choose the regulation matching your element

  6. Click on "Confirm"

    Note: your element is categorized under the selected regulation but appears with the status "Draft" — you'll then need to go update its status in "Elements."

  7. Choose the regulation you selected

  8. Filter your draft element

  9. Select the status for your new element

  10. Click on "Confirm"

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