Areas are used as folders/filters for organizing assets, documents, products, inventory, and services. You can use the same Area Classification for multiple applications or just one. Each area classification creates a filter category, while the folders and sub-folders can be created for added granularity. 


These steps guide users through Configuring and Managing Classification Areas.


Step-by-Step Instruction Creating Classification Areas. 

  1. Click "Administration" from the main menu at the top of the screen.
  2. On the "Administration" page, click "Configuration" in the left bar.
  3. In the Configuration section, select "Classification Areas."
  4. Click the "Add Area Group" button.
    • The selected area group is set to "New"
  5. In the "Area group name" field, enter the name (ex: Academic).
  6. Click "Update Area Group."
    • A confirmation message, "Classification successfully added," is displayed.
  7. Click "Add New Area" and enter (Red) in the "Area Name" field.
  8. Click "Save" to create the area.
  9. Set additional parameters:
    • Select color (e.g., yellow) next to "Area group name."
    • Select checkboxes:
      • "Allow assignment to more than one area (treat areas as 'tags' instead of 'folders')."
      • "Display area in the assigned objects."
      • "View/filter asset areas in work orders."
      • "Allow assignments of Assets, Client Assets, Service Requests, Work Orders."
  10. Click "Update Area Group" to save the settings. A confirmation message, "Classification successfully updated," appears.




Filter Areas in Asset Manager

  • Go to Assets > Asset Manager and open the "AREAS" tab to see the created area. 
  • Click the circle checkbox next to the assets that should be added to the created area.
  • Click the + or number to the right of the created area on the left side. Click on the area to see the assets added.




You can do the same by going to "Service" > "Managed Assets"

Filtering Work Orders by Asset Areas in Qualer

  1. Access Work Orders Page

    • Navigate to "Service" in the main menu, then select "Work Orders."

  2. Search for Work Orders by Asset Area

    • Use the search bar to enter a specific work order number if needed.
    • In the top blue header, click the "Area" filter and choose the asset area (e.g., (Red)) you want to filter by.
    • This will display only the work orders associated with that area, with area tags shown in the "Order # / Submitted On" column.

  3. Clear the Area Filter

    • To reset the view and show all work orders, click the "x" next to the selected area name in the "Area" filter.

  4. Verify Synchronization

    • Click any filtered work order to open the "Service Order" page.
    • Check that the asset area is displayed in the top left, confirming synchronization between assets and work orders.