To create a new ASB category

The procedure to create a new ASB category is as follows:

1. Navigate to Quick Menu > ASB > Configuration > Category Type. The ASB Category Type Configuration window is displayed.
2. Click on New Category Type 1. All fields are activated ready for data entry.
3. Using the ASB type drop-down field, select a parameter value to reflect the classification of ASB category e.g. Drugs/Alcohol, Harassment, Noise, Hate Crime, etc.
4. Using the NSIR category drop-down field, select the prescribed parameter value that reflects the ASB category i.e. Personal, Environmental or Nuisance.
5. Using the Housemark category type drop-down field, select a corresponding parameter value to facilitate ASB benchmarking submissions and sector analysis 2.
6. Enter a Description for the ASB category type into the field provided 3.
7. Where the assigned priority for the ASB category may be amended, activate the Priority override permitted tick box provided.
8. To reveal the description of private ASB categories to all permitted system users, over and above the assigned owner, activate the Display description if private to owner tick box provided.
9. Using the Companies drop-down field, multi-select all companies for which this ASB category is relevant, or choose the All option, as required 1.
10. Choose an Effective from date for this ASB category i.e. the date on which it came into effect 4.
11. Choose an Effective to date if the ASB category status is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the category will never expire.
12. Click on Save 5.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as required; the All tick box will be automatically removed once an item is de-selected.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Category Type button is inactive.

2 The system preference Use ASB Housemark fields determines the availability of this external benchmarking option.

3 System validation rules ensure that the description entered for each new ASB category type is unique for the effective period.

4 The Effective from date defaults to the current system date and cannot be left blank.

5 To amend the details of an existing ASB category type, expand an ASB type from the alphabetical list and select an associated category (or enter its name into the Search category type field) and repeat steps 3 through 12. By default the list is filtered to show Current ASB category types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All. Only a limited number of fields can be updated once a record has been created.

See related topics...

ASB category maintenance overview

To clone an ASB category

To add a priority to an ASB category

To add a task to an ASB category

To define the automatic task path for an ASB category