Allowance Category 

Introduction/Purpose: 

The Allowance Category Master in a Computerized Maintenance Management System (CMMS) functions as a centralized repository for managing and organizing categories of allowances essential for maintenance operations. It enables users to create, view, and maintain detailed records of allowance categories, including category names and their active or inactive status. This ensures structured and accurate categorization of allowances, streamlining their management within the system.

This master integrates seamlessly with the Allowance Master, serving as the foundation for defining and categorizing allowances. By providing a unified source of category data, it ensures consistency and simplifies the process of assigning allowance categories during the creation of allowances, enhancing operational efficiency.

With the Allowance Category Master, organizations can maintain up-to-date and accessible category information, facilitating better allowance management, improved resource allocation, and compliance with operational policies.

Dependencies : 

The Allowance Category Master in a CMMS relies on key dependencies to function effectively. These include:

• Allowance Category Name: A clearly defined and accurate category name is essential for creating and maintaining allowance category records. It serves as the primary identifier, ensuring consistency and accuracy during allowance creation in the Allowance Master.
• Status Selection: Each allowance category must have a designated status (active or inactive) to indicate its current relevance within the system. This classification ensures only valid categories are available for use in allowance creation. 

By maintaining these dependencies—allowance category name and status—the Allowance Category Master effectively supports the creation and organization of allowances, enabling smooth operations and efficient categorization in maintenance workflows.

How To Navigate To Allowance Category :

The navigation includes the following steps for viewing the allowance category in the computerized maintenance management system.

• Click on the Master tab: The master can be accessed by clicking on the Master tab on the side menu.

• Click on Department:  The allowance category master can be accessed by clicking it from the master section.

Allowance Category Master Tab Listing:

An allowance category master listing in a computerized maintenance management system is a feature that provides a list of all allowance categories.

• Users can view the following information in the allowance category listing page
  • Allowance Category Name
  • Status

User can perform the following actions 

• Add new: The “Add new” function allows you to create and add new “allowance categories” to the system as shown in the below screen.
• User will be able to add the “allowance categories” with the following fields
  • Allowance Category Name (Required) :  
    • This is specifying the allowance category name for the allowance category master.
  • Status : 
    • This is specified to choose the status for the allowance category as active / inactive / archive.

• Advanced Search :  The “Advanced Search” function enables searching using multiple field names with multiple conditions to find specific data. The “Search” function allows the user to look for a specific entry within the available data and presents results that match the search parameters.

• Show all listing records: This functions like a refresh icon, retrieving and displaying all records in the listing.

• Hide / Show Columns : This function allows users to hide or show the specific columns by checking the checkboxes. Users can also access the “check all” and “uncheck all” columns.

• Export: The “Export” feature allows users to export selected or all data in CSV or XLS or PDF format.

• Active / Inactive / Archive : Users can access the active or inactive or archive for the allowance categories.

• Filter: The “Filter” function in the allowance category master allows users to customize their view of allowance categories based on specific criteria.

Allowance Category – Recording & Update:

• Users will be able to edit and update the “allowance category” details as shown in below screen.

Users can perform the following actions: 

• Save: The “Save” function allows the user to submit the required information while creating a new “allowance category” master.
  

Discard: The “Discard” function allows the user to cancel the submission of information provided at the time of creating a new “allowance category” master.