Introduction

The Categories Page in the Geosens System is a centralized interface designed to organize and manage data categories for geotechnical monitoring or infrastructure-related projects. This page helps users navigate instruments by providing a hierarchical structure that categorizes information, making it easier to locate and manage.

To access this page: Click on the top left corner to open the side bar, click on ‘Settings’ - 'Project Items and Elements' - 'Categories' to access the page.

1. Overview of Categories Page

The Categories Page consists of a hierarchical structure that organizes geotechnical monitoring data into Categories and Subcategories.

Each Category represents a specific area, section, or component of the monitored system, such as surface areas, tunnels, or shafts. Subcategories further break down these areas for detailed instrument tracking.

It displays the following default key columns:

Name: The category or subcategory name (e.g., C1 (Arncliffe) Surface, M110 Mainline Southbound).
Updated By: The email address of the user who last modified the category.
Updated On: The date and time of the last update.
Notes: Additional information or comments related to the category.
ID: The ID of each category / subcategory. This is hidden by-default and can be displayed by dragging the column from the Column Chooser ‘’ to the category table.
Created On: The date and time of the create. This is hidden by-default and can be displayed by dragging the column from the Column Chooser ‘’ to the category table.
Created By: The email address of the user who created the category. This is hidden by-default and can be displayed by dragging the column from the Column Chooser ‘’ to the category table.

2. Key Features – Viewing, Sorting, Filtering

1) View Hierarchical Structure:

Categories are organized in a parent-child structure. Expand or collapse categories to view subcategories using the arrow toggle beside the category name.

2) View more Column Data:

Bring up more column data by clicking on the column chooser ‘’ at the top right corner, click on the data column you want to view, and drag it to the current category table to add it in and view the information.

The function of each field:

ID: The ID of each category / subcategory.
Created On: The date and time of the create.
Created By: The email address of the user who created the category.

3) Sorting function:

Sort categories alphabetically by clicking the column header, and an arrow will display next to the header and show ascending / descending order.

4) Filtering function:

Filtering for any specific info by clicking on the filter icon right next to the column names. Search and click on the desired categories to filter and display those categories only, for better viewing purpose.

3. Steps on Create a New Category

Step 1: Select ‘+New’ to create a new category.

Step 2: Fill out the required fields:

Name: Provide a meaningful name.
Parent Site: Please note this is for subcategory to choose which category to add under. Please leave this field empty for Category creation.
Notes: Add any additional information, if applicable.
Click Save to add the category.

4. Steps on Create a New Subcategory

Step 1: Select ‘+New’ to create a new subcategory.

Step 2: Fill out the required fields:

Name: Provide a name for a new subcategory.

NOTE: if the name is duplicated with any existing name in the system (the system will show ‘Name already in use’ and stop you from saving the changes), please add an extra space after the new name you will enter, to differentiate it from the existing name.

Parent Site: Please choose a parent site to choose which category to add under.
Notes: Add any additional information, if applicable.
Click Save to add the subcategory.

5. Other Action Buttons (Export / Edit / Delete / Copy)

1) Export the Category List:

Click Export in the top-right corner to download the categories list as a file.

2) Edit an existing category / subcategory:

Select the category you want to edit.
Click Edit and update the necessary fields.
Click Save to apply changes.

3) Delete an existing category / subcategory:

Select the category or subcategory you want to remove.
Click Delete and confirm the action. Note: Deleted categories cannot be recovered.

4) Copy an existing category / subcategory:

Select the category or subcategory to duplicate.
Click Copy to create an identical entry. Modify the new category fields as needed.