Grouping tags into categories

Only administrators can manage categories.

A category groups related tags (previously called types). Reporters see the category name above its tags in the Venzeo™ mobile app, so keep it short and easy to scan. Every tag belongs to exactly one category.

Example: a skip-hire company groups its tags into the categories Container activity, Skip type, Waste type and Billing data.

Add a category

1. Open the main menu, expand Tags & Categories and choose Manage Tags & Categories.
2. Click Add new Category.
3. Enter the Category name.
4. Click Save. Successfully added appears and the category is listed with No limit restrictions set for this category.

Note: A new category has no tags yet, so you cannot set limits while adding it. Add tags first, then set the limits.

To add tags to the category, see Adding and editing tags (types) for reports.

Set how many tags reporters must pick

Limits need at least one active tag in the category. You can set a minimum and a maximum of up to the number of active tags in the category.

1. Open the main menu, expand Tags & Categories and choose Manage Tags & Categories.
2. Click Edit next to the category.
3. Turn on Limit this category.
4. Enter Minimum tags, Maximum tags, or both.
5. Click Save. Successfully saved appears and the categories table shows the new limits.

In the Venzeo™ mobile app, reporters see the limits above the category. The app does not accept a report until the number of tags picked from the category is within them.

Tip: Set Minimum tags to 1 to make sure every report has a tag from this category.

Rename a category

1. Open the main menu, expand Tags & Categories and choose Manage Tags & Categories.
2. Click Edit next to the category.
3. Change the Category name.
4. Click Save. Successfully saved appears.

Deactivate a category

You can deactivate only a category with no active tags. Deactivate its tags or move them to another category first.

1. Open the main menu, expand Tags & Categories and choose Manage Tags & Categories.
2. Click Edit next to the category.
3. Click Deactivate, then confirm with Deactivate. Successfully deactivated appears and the category disappears from the list.

To use the category again, turn on Show inactive categories, click Reactivate next to the category and confirm.

To decide which categories to create, see Setting up tags so reports reach the right team.