Learn how to get more out of Beamo with Plans and Packs.
Introduction
The category feature is a function that efficiently organizes and classifies tags within a 3D space. This allows you to quickly find tags with specific information from a vast number of tags.
Using the category feature makes tag management much easier. The main benefits are as follows:
- Tag Classification: Tags can be automatically classified based on specific properties, such as the presence of attachments or media, or data from IoT devices. Users can also create their own categories for classification tailored to projects or purposes.
- Improved Search Efficiency: You can filter the tag list by category, allowing you to quickly find the tag you are looking for.
- Flexible Management: Team members can freely create and use categories. Administrators can merge unnecessary categories or restrict which categories can be used.
This manual provides a detailed explanation of everything from creating and managing categories to their actual use.
Who can use this feature?
| Super Admin | Site Manager | Team Admin | Surveyor | Collaborator | Viewer | |
| Manage Global Category*１ |
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| Manage Team Category*2 |
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| Add / Edit |
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| Delete |
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| Register / Unregister |
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| Using Category on Tag / Comment |
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| Sorting Tag |
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Global Categories are centralized categories used by all teams, serving as the foundation for every team.
Team Categories are customized categories that a team tailors to its specific needs.
1. Understanding the Category Type
Category has two types, one is System-Property-based Category and another is Custom Category.
System-Property-based Category
System-Property-based Category is a category that is defined by system, and cannot be edited or deleted.
System-Property-based Category is globally registered to all teams.
System-Property-based Category Items:
Media
Embed
Attachment
Note: 'IoT' will be supported as System-Property-based Category in near future with separate releases.
Custom Category
Custom Category is category that users can create, edit and delete as they want.
Custom Category cannot be named same with System-Property-based Category Items.
Custom Category can be used case-insensitive, while having case-sensitive display name, for easy management and usage.
*Users can create a category named either ‘Manual’ or ‘manual,’ depending on how they prefer to visualize or manage it. But search/merge like system functions behave case-insensitively.
2. Managing the Category
Managing the category can be done in the [Global Category Management], [Team Category Management], and [Tag Creation UI].
2.1 Global Category Management
2.1.1. Create / Register
In [Space Management] > [Filter] > [Category] > [Search Bar], type [Category] name that you want to create.
Tab [Add] to create.
2.2.2 Edit
In [Space Management] > [Filter] > [Category] > [Category List], hover mouse on [Category] item.
Click [Edit] icon and edit the item.
Previously categorized tag/comment items follow the changes.
*If a category item is edited from ‘manual’ to ‘guide’, all tag/comments previously categorized as ‘manual’ will automatically be categorized to ‘guide’.If edited item already exists, original item will be merged to existing item
*If both ‘safety’ and ‘safety guide’ items exist, changing ‘safety guide’ to ‘safety’ will merge them. All tag/comments categorized as ‘safety guide’ will now be categorized as ‘safety’.
2.2.3 Delete
In [Space Management] > [Filter] > [Category] > [Category List], hover mouse to [Category] item.
Click [Delete] icon and delete the item.
*When a category is deleted, it will be removed from all items previously categorized with it.
2.2 Team Category Management
2.2.1 Create
In [User Management] > [Teams] > [Category] > [Search Bar], type [Category] name that you want to create.
Tab [Add] to create.
If the item is new, the item is created in Global Category and registered to the current Team Category.
If the item exists already, the item is registered to the current Team Category.
2.2.2 Edit
In [User Management] > [Teams] > [Category] > [Category List], hover mouse on [Category] item.
Click [Edit] icon and edit the item.
Previously categorized tag/comment items follow the changes.
*If a category item is edited from ‘manual’ to ‘guide’, all tag/comments previously categorized as ‘manual’ will automatically be categorized to ‘guide’.If edited item already exists, original item will be merged to existing item
*If both ‘safety’ and ‘safety guide’ items exist, changing ‘safety guide’ to ‘safety’ will merge them. All tag/comments categorized as ‘safety guide’ will now be categorized as ‘safety’.
2.2.3 Unregister
in [User Management] > [Teams] > [Category] > [Category List], hover mouse to [Category] item.
click [X] icon to Unregister the item.
*When a category is unregistered, it only gets unavailable while data(tag, comment) keeping the category data.
2.3 Tag Creation UI
Note: Managing category in the tag creation UI is only available in the Team Level.
2.3.1 Adding (Creating) category
Select the team.
[Tag Creation UI (3D Workspace) ] > [Category], select [Search Bar] to load [Category List].
Type [Category] name that you want to create or register.
Click [Create] to create or register a category item.
If the item is new, the item is created in Global Category and registered to the current Team Category.
If the item exists already in the Global Category, the item is registered to the current Team Category.
3. Use the Category
3.1 Categorizing tag
Note: Categorizing tag is only available in the Team Level.
Tag Categorizing
In [Tag Creation UI] > [Category], select [Search Bar] to load [Category List]
You can search [Category List] by typing texts.
Tab category item you want to categorize.
Tab [Add](or [Save]) to confirm the changes.
You can check saved category in tag list.
3.2 Filtering tags by Category
In [Tag Panel] > [Category Bar], click any categories that you want to filter.
It will filter tag list with AND search, showing results that match all the categories you select.
*[Search Bar] also can be used with AND search combined with [Category Bar]
3.3 Sorting tags
In [Tag Panel] > [Tag Sorting], select any sorting option to sort the list as wanted.
Custom Order (Default): This sorts the list in ‘Custom Tag Order’ that users defined.
Title: This sorts the list in tag’s title (ascending order)
Created Time: This sorts the list in tag’s created time (ascending order).
Last modified time: This sorts the list in tag’s last modified time (descending order).
Distance: This sorts the list in tag’s distance from current point (ascending order).