Classifications

Classifications provide hierarchical categorization for assets within an industry. Build custom taxonomy with levels (Type → Category → Model) and values with parent-child relationships.

Classification Structure

Two components:

Classification Levels

Define hierarchy structure (max 50 levels per industry)

Example levels:

Level 1: Fleet Type
Level 2: Vessel Category
Level 3: Vessel Model

Classification Values

Specific options within each level, linked by parent-child relationships

Example values:

Level 1: COMMERCIAL (Commercial Vessels) Level 2: CARGO (Cargo Ships) → parent: COMMERCIAL Level 3: PANAMAX (Panamax Bulk Carrier) → parent: CARGO

Creating Classification Levels

Access Levels Page

Choose 🔎 icon
Enter Asset Industries
Choose related link
Open Industries list page
Select Industry, press Classification Levels

Level Fields

Industry Code (required)

Select industry (FLEET, MEDICAL, IT)
Cannot change after creation

Level Number (required)

Sequential: 1, 2, 3, 4...
Level 1 = root level

Level Name (required, max 50 characters)

Descriptive name for this level
Examples: "Fleet Type", "Vessel Category", "Device Model"
Use terminology your organization understands

Value Count (calculated)

Number of values/assets defined for this level
Updates automatically

Example: Fleet Industry Levels

Level 1:

Industry Code: FLEET
Level Number: 1
Level Name: Fleet Type
Parent Level Number: 0

Level 2:

Industry Code: FLEET
Level Number: 2
Level Name: Vessel Category
Parent Level Number: 1

Level 3:

Industry Code: FLEET
Level Number: 3
Level Name: Vessel Model
Parent Level Number: 2

Creating Classification Values

Access Values Page

Choose 🔎 icon
Enter Asset Industries
Choose related link
Open Industries list page
Select Industry, press Classification Values

Value Fields

Industry Code (required)

Must match classification level

Level Number (required)

Select which level (1, 2, 3, etc.)
Must have level created first

Code (required, max 20 characters)

Unique identifier: COMMERCIAL, CARGO, PANAMAX
Uppercase recommended
Cannot change after assets use it

Description (max 100 characters)

Full name: "Commercial Vessels", "Cargo Ships"
Shown to users

Parent Value Code (required for Level 2+)

Select parent from previous level
Level 1: Leave blank (no parent)
Level 2+: Must specify parent

Blocked (checkbox)

Prevents new assets using this value
Existing assets unaffected

Asset Count (calculated)

Number of assets using this value
Leaf nodes only (deepest level)

Example: Fleet Industry Values

Level 1 Values (no parent):

COMMERCIAL | Commercial Vessels FISHING | Fishing Vessels PASSENGER | Passenger Vessels

Level 2 Values (parent required):

Level 3 Values (parent required):

Parent-Child Relationships

Rules:

Level 1: No parent (root level)
Level 2+: Must have parent from previous level

Example hierarchy:

FLEET Industry ├─ Level 1: Fleet Type │ ├─ COMMERCIAL │ ├─ FISHING │ └─ PASSENGER ├─ Level 2: Vessel Category │ ├─ CARGO → parent: COMMERCIAL │ ├─ TANKER → parent: COMMERCIAL │ ├─ TRAWLER → parent: FISHING │ └─ FERRY → parent: PASSENGER └─ Level 3: Vessel Model ├─ PANAMAX → parent: CARGO └─ VLCC → parent: TANKER

On Asset Card:

Select Fleet Type: COMMERCIAL
Vessel Category filtered to: CARGO, TANKER (only children of COMMERCIAL)
Select Vessel Category: CARGO
Vessel Model filtered to: PANAMAX (only child of CARGO)

Asset Assignment

Assets classified at deepest level only:

Example:

Industry: FLEET
Fleet Type: COMMERCIAL
Vessel Category: CARGO
Vessel Model: PANAMAX

Asset assigned to PANAMAX only (Level 3). The full path (COMMERCIAL → CARGO → PANAMAX) is implied through parent relationships.

Filtering:

Filter by Fleet Type = COMMERCIAL: Shows all COMMERCIAL vessels (including CARGO → PANAMAX)
Filter by Vessel Category = CARGO: Shows all CARGO ships (including PANAMAX)
Filter by Vessel Model = PANAMAX: Shows only PANAMAX vessels

Common Patterns

Pattern 1: Simple 2-Level Structure

IT Assets:

Level 1: Device Type

DESKTOP, LAPTOP, SERVER, NETWORK

Level 2: Model

DELL-7490 → parent: LAPTOP
HP-ELITE → parent: DESKTOP
CISCO-2960 → parent: NETWORK

Pattern 2: Deep 4-Level Structure

Manufacturing:

Level 1: Division

PRODUCTION, QUALITY, PACKAGING

Level 2: Equipment Type

ASSEMBLY → parent: PRODUCTION
TESTING → parent: QUALITY

Level 3: Manufacturer

SIEMENS → parent: ASSEMBLY
FLUKE → parent: TESTING

Level 4: Model

PLC-S7-1500 → parent: SIEMENS
DMM-8845A → parent: FLUKE

Pattern 3: Flat 1-Level Structure

Rental Equipment:

Level 1: Equipment Category

GENERATORS, COMPRESSORS, SCAFFOLDING, TOOLS

No Level 2 - assets directly assigned to Level 1 categories

Modifying Classifications

Adding Levels

Can add new levels anytime
Add to end of hierarchy (Level 4, Level 5, etc.)
Cannot insert between existing levels

Adding Values

Can add values anytime
Specify correct parent
No limit on value count

Deleting Values

Cannot delete if assets use it
Cannot delete if child values exist
Delete children first, then parent

Blocking Values

Check Blocked box
Prevents new assets
Existing assets unaffected
Use instead of deletion when assets exist

See Also:

Industries - Create industry containers first
Attributes - Add custom fields to classifications
Asset Management - Assign classifications to assets
AI Setup Wizard - Generate classifications automatically

Next in Configuration: Learn how to create custom attributes for your assets.