Labels and categories

  1. What is a label

  2. Creating and using labels

  3. What is a category

  4. Creating and using categories

1. What is a label

A label is a way of classifying and naming the key items in Railfleet. A label could be an asset, a user, a maintainer, a device, a client,...

Labels can be static or change daily and are gathered within label categories. As an administrator, you can create labels in the administration panel.

2. Creating and using labels

A. Creating a new label

Administrators can easily create new labels in the administration centre. Go to the Label section and click on “Labels” to see an overview of all of your labels. 

If the label you need doesn't exist, you can click on the green button "Add label" on the top right of your screen.

You can then complete the form on the next page:

  • Give your label a name (e.g. the name of one of your maintainers, a client or an asset)

  • Choose the assets you wish to add to this label by selecting the asset and clicking on the arrow that points to the right (e.g. add all the assets the maintainer is responsible for) 

  • Select the people within your company and at your maintainer’s company that need to receive notifications in the “Users list” or in the “Contact list”.   

B. Modifying a label

To modify a label, go to the administration page in the "Labels" category. Click on the label name you wish to modify and save your changes once done.

 

C. Using labels

Labels are mainly used for maintenance notifications and geographical zones. When a label (e.g. a maintainer) is associated with a user or a contact list, anything regarding this label will be communicated to the user or contact list. 

Labels defined on users and contact lists are used to define the routing rules for notifications. 

A couple of examples of how you can use labels and label categories:

  • You can define a "client-traffic" category and a list of traffic labels within that category to track which locomotive is currently serving which client traffic, and who you want to contact regarding that client traffic.

  • You can define a ‘Maintainer' category and a list of maintainer labels within that category to track which maintainer is responsible for maintaining which locomotive and who you want to contact regarding that maintainer.

  • You can define a "Homologation" category to track what certification is granted to what locomotive.

3. What is a category

A label category is an overarching structure that consists of a group of labels that all have a common element. A label category can for example be “Client”. The labels within that category would all be clients (client A, client B, client C, …). In the category “Maintainer” you’d put all your maintainers, and in the category "Lessor" operators can add all the lessors they're leasing locomotives from.

As a Railfleet administrator, you can create and modify label categories in the administration panel.

4. Creating and using categories

A. Creating a new category

Creating a new category is easy: go to the Administration page and scroll down to the “Labels” section. Then click on the “add” link next to “Categories”. 

On the next page you’ll need to complete the following steps:

  • Give your category a name

  • Optional: add a description to your category

  • Select “Unique” if only one label within the category can be applied to an item at a given moment. (e.g. "Maintainer" would be a unique category as there’s only one maintainer responsible for a locomotive at a given time.) Multiple labels can be applied to an item if you don't select this option.

  • Select the option “is operational” if you wish to see the labels from the category in the operational view, and "is editable on operational" if you also want to be able to edit them directly on the operational dashboard. This is useful for data that changes very often.

Once the category has been created, you can start adding labels.

B. Modifying a category

To modify a category, go to the administration page in the "Categories" section. Click on the category name you wish to modify and save your changes once done.

C. Using categories

If you checked the option to show the category in the operational view, it will appear on the Operational dashboard for the relevant assets. From there you can modify the metadata of those assets: select the relevant label(s) of a category via a drop-down menu below the category name. 

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