> For the complete documentation index, see [llms.txt](https://docs.infraon.io/infraon-help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.infraon.io/infraon-help/infinity-user-guide/infraon-configuration/enterprise-asset-management/inventory-settings/classification.md).

# Classification

Classification helps organize inventory items, assets, and templates into a structured hierarchy. It allows users to create **parent-child classifications** to group similar inventory records for easier management, reporting, and configuration mapping.

The classification hierarchy is used across Enterprise Asset Management modules while configuring item templates, item masters, meters, and related inventory configurations. Users can define multi-level category structures and maintain standardized inventory grouping across organizations and sites.

## **What you see on the screen**

**Classification |** Basic Details

<table><thead><tr><th width="165.79998779296875">Label</th><th width="196.5999755859375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Search</strong></td><td>Enter a keyword to search classifications</td><td>Search configured classifications using values such as Category Name, Parent Classification, or Path.</td></tr><tr><td><strong>Filter</strong></td><td>Click the filter icon to apply advanced filters</td><td>Apply filter conditions using fields such as <strong>Category Name, Parent Classification, Path, Organization, and Site.</strong> Users can configure conditions, add multiple filters, save filter configurations, and apply filters to refine classification records.</td></tr><tr><td><strong>Add Classification</strong></td><td>Click to create a new classification</td><td>Opens the Add Classification page to configure a <strong>parent-child</strong> classification hierarchy.</td></tr><tr><td><strong>Column Details</strong></td><td></td><td></td></tr><tr><td><strong>Category Name</strong></td><td>View only field</td><td>Displays the configured classification or category name.<br><br><strong>Example:</strong> Level 2</td></tr><tr><td><strong>Parent Classification</strong></td><td>View only field</td><td>Displays the parent classification associated with the selected category.<br><br><strong>Example:</strong> Level L11</td></tr><tr><td><strong>Path</strong></td><td>View only field</td><td>Displays the complete path of the classification hierarchy.<br><br><strong>Example:</strong> Level L11/Level 2</td></tr><tr><td><strong>Organization</strong></td><td>View only field</td><td>Displays the organization associated with the classification.</td></tr><tr><td><strong>Site</strong></td><td>View only field</td><td>Displays the configured site associated with the classification.</td></tr><tr><td><strong>Actions</strong></td><td></td><td></td></tr><tr><td><strong>Edit</strong></td><td>Click the edit icon to modify the classification</td><td>Allows users to update existing classification details and hierarchy configurations.</td></tr><tr><td><strong>Delete</strong></td><td>Click the delete icon to remove the classification</td><td>Deletes the selected classification from the inventory configuration.</td></tr><tr><td><strong>Bulk Edit</strong></td><td></td><td></td></tr><tr><td><strong>Select Record</strong></td><td>Select one or multiple records using the checkbox</td><td>Allows bulk selection of classification records for management actions.</td></tr></tbody></table>

## **Add Classification**

Classifications are created using a **parent-child** hierarchy structure to organize inventory categories and related configurations across Enterprise Asset Management modules.

The classification hierarchy helps users structure assets, inventory items, templates, work orders, and procurement records into logical categories for easier management, filtering, and reporting.

**For example:**

* Parent Classification: **Infrastructure Assets**
* Child Classification: **Transformers**
* Sub-child Classification: **Distribution Transformer**

The configured hierarchy is automatically reflected in the Hierarchy Path field.

A classification can also be mapped to:

* All modules
* Specific modules only

{% hint style="info" %}
This allows organizations to reuse classifications across multiple operational workflows.
{% endhint %}

### **Classification Hierarchy Flow**

The classification creation process is divided into two stages:

<table><thead><tr><th width="135.5999755859375">Stage</th><th>Purpose</th></tr></thead><tbody><tr><td><strong>Details</strong></td><td>Configure the primary classification information, such as category name, parent classification, organization, site, hierarchy path, and module association.</td></tr><tr><td><strong>Children</strong></td><td>Add child classifications under the configured parent category by either creating new child categories or selecting existing classifications.</td></tr></tbody></table>

Add Classification **| Details**

The Details section is used to configure the parent or primary classification information.

<table><thead><tr><th width="159.4000244140625">Label</th><th width="193.99993896484375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Category Name *</strong></td><td>Enter the classification name</td><td><p>Specify the classification name.</p><p></p><p><strong>Example:</strong> Electrical Equipment</p></td></tr><tr><td><strong>Parent Name</strong></td><td>Select an existing classification</td><td>Used to create a child classification under an existing parent hierarchy.</td></tr><tr><td><strong>Hierarchy Path</strong></td><td>Auto-populated based on hierarchy</td><td>Displays the complete hierarchy structure.</td></tr><tr><td><strong>Organization</strong></td><td>Select from the drop-down</td><td>Select the organization associated with the classification.<br><br><strong>Example:</strong> Google</td></tr><tr><td><strong>Site</strong></td><td>Select from the drop-down</td><td>Select the associated site or location.<br><br><strong>Example:</strong> Aaronberg Olivia Hills</td></tr><tr><td><strong>Sequence</strong></td><td>Enter the sequence value</td><td>Defines the display order of classifications.<br><br><strong>Example:</strong> 1</td></tr><tr><td><strong>All Modules</strong></td><td>Select the radio option</td><td>Applies the classification across all supported modules.</td></tr><tr><td><strong>Custom Modules</strong></td><td>Select the radio option</td><td><p>Allows users to manually select specific modules.<strong>Option Include:</strong></p><ul><li>Incident Management</li><li>Purchase Order</li><li>Work Order</li><li>Request Management</li><li>Purchase Requisition</li><li>Asset Management</li><li>Service</li></ul></td></tr></tbody></table>

![](/files/0733b54069961a850e1443658d674073da070926)

{% hint style="info" %}
Once done, select **Next** to open the Children configuration section.
{% endhint %}

Add Classification **| Children**

The Children section is used to define and manage child classifications under the selected parent category.

Users can:

* Create new child classifications
* Reuse existing classifications

This enables the creation of multi-level category hierarchies.

#### **Children Hierarchy Example**

| Parent Classification        | Child Classification     |
| ---------------------------- | ------------------------ |
| **Electrical Equipment**     | Transformers             |
| **Transformers**             | Distribution Transformer |
| **Distribution Transformer** | Oil Cooled Transformer   |

![](/files/147b6394c7923145262f033d3103116167bd4f95)

#### **Children Configuration**

<table><thead><tr><th width="159.39996337890625">Label</th><th width="192.39996337890625">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Add</strong></td><td>Click the Add button</td><td>Opens options to configure child classifications.</td></tr><tr><td><strong>Create New</strong></td><td>Select from the Add menu</td><td>Creates a completely new child classification under the selected parent category. <br><br><strong>Example:</strong> Transformers</td></tr><tr><td><strong>Pick from Existing</strong></td><td>Select from the Add menu</td><td>Allows users to associate an already configured classification as a child category.</td></tr><tr><td><strong>Back</strong></td><td>Click to return to the Details section</td><td>Navigates back to the parent classification configuration page.</td></tr><tr><td><strong>Save</strong></td><td>Click to save the hierarchy</td><td>Saves the complete classification hierarchy configuration.</td></tr></tbody></table>

Once added, click **Save** to store the hierarchy. This preserves the complete classification hierarchy configuration.

<figure><img src="/files/3357f2a130eb34a675af40c738e82e44f3681176" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}

* Child classifications are optional, and classifications can be saved without children.
* Multiple child classifications can be associated with a single parent classification.
* Classification create, edit, and delete actions are recorded in audit logs.
  {% endhint %}
