> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.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 the broad groups such as HVAC, electrical, or cleaning, while issue types represent the specific issues or tasks that fall under each category. This structure helps [route work](/products/assetops/work-orders/routing-dispatch) to the appropriate teams.

You can assign categories and issue types when

```mermaid actions={false} theme={null}
---
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
```

## Create Category or Issue Type

To create a new **category** or **issue type**, follow the steps outlined below. You create a category first, then create issue types that belong to that category.

<Tabs>
  <Tab title="Create Category">
    <Steps>
      <Step title="Open the Categories section">
        In AssetOps, navigate to the **Categories** section from the sidebar.
      </Step>

      <Step title="Click + Create Category">
        Within **Categories**, click the `+ Create Category` button.
      </Step>

      <Step title="Set the category name">
        Enter the **Category Name** in the modal.
      </Step>

      <Step title="Create the category">
        After entering the category name, click `Create`.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Create Issue Type">
    <Steps>
      <Step title="Open the Categories section">
        In AssetOps, navigate to the **Categories** section from the sidebar.
      </Step>

      <Step title="Navigate to Issue Types">
        Go to the **Issue Types** tab within the Categories section.
      </Step>

      <Step title="Click + Create Issue Type">
        Within **Issue Types**, click the `+ Create Issue Type` button.
      </Step>

      <Step title="Set the issue type name and category">
        Enter the **Issue Type Name** and select the **Category** it will belong to.
      </Step>

      <Step title="Create the issue type">
        After entering the issue type name, click `Create`.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Manage Categories & Issue Types

The **Categories** section lists all categories and issue types under dedicated tabs for separate management.

To manage a categories and issue types, follow the steps outlined below:

<Tabs>
  <Tab title="Edit or delete a category">
    <Steps>
      <Step title="Open the Categories tab">
        Navigate to the **Categories** section from the sidebar and select the **Categories** tab.
      </Step>

      <Step title="Open the row menu">
        On the row of the category you want to change, click the <Icon icon="ellipsis-vertical" size="15" /> icon.
      </Step>

      <Step title="Choose an action">
        Select **Edit** to change the category name, or **Delete** to remove the category.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Edit or delete an issue type">
    <Steps>
      <Step title="Open the Issue Types tab">
        Navigate to the **Categories** section from the sidebar and open the **Issue Types** tab.
      </Step>

      <Step title="Open the row menu">
        On the row of the issue type you want to change, click the <Icon icon="ellipsis-vertical" size="15" /> icon.
      </Step>

      <Step title="Choose an action">
        Select **Edit** to change the issue type name or category, or **Delete** to remove the issue type.
      </Step>
    </Steps>
  </Tab>
</Tabs>