Plant Categories are used to group plant and vehicles into logical types, making it easier to organise, filter, and apply rules to each item in your system. These categories are especially important for determining which requirements or documentation are applied to a plant item.
The configuration is the section where all settings, categories and options are set-up. To modify any of those, you need to have access to Configuration.
What Are Plant Categories Used For?
Grouping similar plant and vehicles (e.g. Trucks, Cranes, Forklifts)
Setting requirement rules for compliance
Filtering and Reporting
Managing Operator Competencies
Managing Scheduled Inspections
Steps to Add or Edit Plant Categories
1. Navigate to Configuration from the menu bar at the top of the screen of OCF.
2. Select Plant Categories from the side menu.
3. Add a new item by selecting the + button or Edit by selecting 🖊
Add or Edit a Category
4. Enter the name of the Plant Category then assign a Inspection Template to this category (this is optional and will be the default template when performing a plant inspection for items in this category).
5. Select Save to confirm.
Assign Plant Document Categories
6. Select 🔍 View next to set compliance requirements for existing plant
7. Scroll down to Document Categories
8. Select the document from the dropdown options and select Save.
This document request will appear on the dashboard of each Contractor who owns plant assigned to this Plant Category.
Add Operator Competencies
9. Scroll down to Operator Competencies
10. Select from the dropdown list and select Save.
This document request will appear on the dashboard of anyone operating plant associated with this category.
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