Adding and Managing Categories in Wavity Asset Master Data

Adding and Managing Categories in Wavity Asset Master Data

• In the Wavity platform, adding Asset categories and subcategories is a simple and user-friendly process.
• Only users with agent access are permitted to add categories and subcategories on the platform.
• Note: The steps provided serve as sample instructions and can be customized based on specific requirements; however, the core workflow will remain the same.
• Click on Categories from Quick Links in Agent Persona.

• Agents can add asset categories and subcategories either manually or by uploading Excel sheets.
• For manual entry, click on New Record as shown below.

• User will navigate to the Creation page, enter the Category Name and Type, then click Save. The Category Name represents the Category and Type represents the Subcategory as part of the master data. The Subcategory values will be dependent on the Category selected by the user during the asset request process.