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12. Lookup Lists

User & Administration Guide — Version 1.0.0.15

Guide summary

Maintain categories, vendors, locations, and projects used across asset forms.

On this page

12.1 Categories and Sub-Categories

  • Open Categories from LOOKUPS.
  • Add categories that drive form templates and filters.
  • Maintain Sub-Categories for finer-grained classification.
Categories lookup list
Categories — master data for asset classification.

12.2 Vendors, Locations, and Projects

  • Vendors — suppliers for purchases and license renewals.
  • Locations — sites, floors, and rooms for asset placement.
  • Projects — optional project codes for chargeback or filtering.
Vendors lookup list
Vendors — supplier master data.
Locations lookup list
Locations — where assets are deployed.