As part of configuring QualityOne Station Manager, you can configure the categorization feature, which can be useful for situations in which a QualityOne Station Manager device is shared across multiple roles, products, or pieces of equipment. For example, a device may be assigned to a physical location and the product produced at that location may change from one (1) period to the next. Some documents, including video types of documents, displayed on the station may be specific to one (1) product and irrelevant for others. As a Business Administrator, you can use the Enable document categorization option to ensure users are able to easily see only the documents relevant to their needs.
Note: As of 22R1, QualityOne Station Manager categories are no longer defined in picklists. Vaults with picklist-defined categories must be reconfigured to the record-based categorization method described in this article.
About QualityOne Station Manager Categorization Objects
QualityOne uses the following objects to support Categorization for QualityOne Station Manager:
- Station Manager Category (
station_manager_category__v): This object displays the Category Label field value as a category. - Station Document Categorization (
station_document_categorization__v): This object assigns a Station Manager Category to a Station Document record.
Configuring Categorization
You must set up the following before you can configure categories:
- Create a custom object tab for the Station Manager Category object or add it to the Business Admin menu.
- Add a related object section for the Station Document Categorization object on the Station Document object page layout.
Station Manager Category and Station Document Categorization object records are only visible in the mobile application if they are in the Approved lifecycle state. To implement an approval workflow before making a category visible in the QualityOne Station Manager mobile application, you can leverage standard Vault lifecycle and workflow configurations for the categorization objects.
To restrict the ability to create or deploy categories, you can leverage standard Vault user- and role-based security configurations for these objects and their associated lifecycles.
Scoping Categories
In some cases, Business Administrators can manage categories and category assignments within their own facility rather than have a single global set of categories. Vault allows you to scope your categories, for example, by Facility or Organization. When creating a Station Manager Category object record, users specify the Facility or Organization to which that category belongs to. Then during Station Document Categorization record creation, users can only pick from the categories belonging to that Station’s Facility or Organization.
For example, you can scope your categories by Organization by doing the following steps:
- On the Station object, add a required object reference field for the Organization object with the label Organization and name
organization__c. - On the Station Document object, create an object reference lookup field for Station > Organization with label Organization and name
organization__c. - On the Station Manager Category object, create a required object reference field for the Organization object with the label Organization and name
organization__c. - On the Station Manager Category object, clear the Values must be unique checkbox for the Category Label field so users can create a category with the same name across different Organizations.
- On the Station Document Categorization object, set the Criteria VQL for the Station Manager Category field to:
organization__c =.
Categorizing Documents
Once your categories are configured, follow these steps to categorize documents (including video documents) assigned to QualityOne Station Manager:
- Navigate to Business Admin > Objects > Station Manager Categories or to a custom object tab.
- Create Station Manager Category object records for each available category. Set the Category Label (
name__v) field value to the label you want to appear in the QualityOne Station Manager mobile application. For example, if you have scoped your categories by Organization, specify the Organization to which that category belongs. - Navigate to Business Admin > Objects > Station Documents or to a custom object tab and click into a Station Document record.
- Create Station Document Categorization object records in the related object section. For example, if you have scoped your categories by Organization, you can only select from categories belonging to the same Organization as the Station to which that Station Document belongs.
The next time your QualityOne Station Manager mobile application syncs with Vault, the categories appear in the mobile application for selection for Manufacturing Users.