Overview
With BusyBusy’s updated equipment management system, you now have full control over how your equipment is categorized. This guide walks you through how to create, edit, and delete equipment categories on both Web and Mobile.
Who Can Manage Equipment Categories?
Only users with Equipment Management permissions can create, edit, or delete equipment categories. If you don’t see these options, check with your administrator.
Managing Equipment Categories on Web
Access Category Management
Navigate to Equipment from the main menu.
Click on Manage in the upper right corner.
Click the three dots in the upper right corner and select Manage Categories.
Create a New Equipment Category
On the Manage Categories screen, click the Create button in the upper left corner.
Type the category name.
(Optional) Choose an icon by selecting from the icon library or uploading your own.
Click Create to save the new category.
Edit an Existing Category
In Manage Categories, find the category you want to edit.
Click on the category name to open the edit screen.
Make the necessary changes.
Click Update to save your changes.
Delete a Category
In Manage Categories, find the category you want to delete.
Click the three dots next to the category name.
Select Delete.
If items are assigned to this category, you must reassign or delete those items before deleting the category.
Managing Categories While Creating Equipment
When creating new equipment, click on the Manage link next to the Category dropdown.
Follow the steps to add a new category, then return to creating your equipment.
Managing Equipment Categories on Mobile (iOS & Android)
Access Category Management
Navigate to Equipment from the main menu.
Tap the three dots in the upper right corner.
Select Manage Categories.
Create a New Equipment Category
Tap the + (plus) button.
Enter the category name.
(Optional) Add an icon.
Tap Save to create the category.
Edit an Existing Category
Tap on the category you want to edit.
Make your changes.
Tap Save to confirm updates.
Delete a Category
Tap on the category you want to delete.
Select Delete.
If items are assigned to this category, you must reassign or delete those items before deleting the category.
Important Notes
Categories can only be deleted if no equipment is assigned to them.
Categories can be managed while creating new equipment, allowing users to add new categories on the fly.
Changes made on Web or Mobile will sync across all platforms.