Setup Category: Consumer Categories
Setup Category: Consumer Categories FAQs
1. How do I add a new consumer category in SMART360?
Answer:
Follow these steps:
- Log into SMART360.
- Navigate to the OX Module.
- Select "Utility Setup".
- Choose the desired utility.
- Go to "Manage Account".
- Click on "Category".
- Click "Add".
- Enter the category name.
- Click "Submit".
2. What should I do if I can't access the Utility Setup section?
Answer:
- Make sure you have the necessary permissions.
- Contact your Tenant Admin to get access.
3. Why isn't the 'Add' button responding?
Answer:
- Check if all required fields are filled.
- Refresh the page or check your internet connection.
4. How can I view the list of all existing consumer categories?
Answer:
- Log into SMART360.
- Go to the OX Module.
- Open "Utility Setup".
- Select the desired utility.
- Go to "Manage Account" > "Category".
- The list is displayed in a table format.
5. What do I do if the category list is not displaying?
Answer:
- Refresh the page.
- Check your internet connection.
- Clear your browser cache.
6. How do I edit an existing consumer category?
Answer:
- Log into SMART360.
- Go to OX Module > Utility Setup.
- Select the utility.
- Navigate to "Manage Account" > "Category".
- Click "Edit" beside the category.
- Make changes and click "Save".
7. Why can't I see the Edit button for a category?
Answer:
- The category may have restrictions.
- You may lack permissions. Contact your Admin.
8. How do I search for a specific consumer category?
Answer:
- Go to "Manage Account" > "Category".
- Enter at least 3 characters in the Search field.
- The results will automatically filter.
9. Why are no search results appearing?
Answer:
- Ensure correct spelling.
- Check if the category exists.
- Refresh the page and try again.
10. How do I sort consumer categories?
Answer:
Use the table headers in the Category tab to sort by name or creation date.
11. Can I delete a consumer category?
Answer:
Yes. Go to the Category tab, click the Delete icon next to the category, and confirm the deletion.
12. Why can't I delete a category?
Answer:
- The category may be in use.
- You might not have delete permissions.
13. What details are required to create a consumer category?
Answer:
Only the Category Name is mandatory; the description is optional.
14. How do I know if my category has been successfully added?
Answer:
A success confirmation appears, and the category is listed in the table.
15. The category name I entered isn't accepted. What do I do?
Answer:
- Avoid special characters.
- Ensure the field is not empty.
- Keep it within character limits.
16. What happens if a duplicate category is created?
Answer:
The system will block the submission and prompt an error.
17. Why don't I see the updated category in the list?
Answer:
- Refresh the page.
- Clear browser cache.
- Ensure the update was saved successfully.
18. What if the system doesn't show a confirmation after submission?
Answer:
- Wait for a few seconds.
- Check for session timeout or internet issues.
19. How can I check when a category was created?
Answer:
Check the 'Created Date' column in the Category list view.
20. How do I confirm that I’m editing the right category?
Answer:
Review the category name and verify it matches the intended entry before editing.
21. I edited a category but changes didn’t reflect. Why?
Answer:
- Ensure required fields were properly filled.
- Refresh the list or clear cache to view updated data.
22. Can I undo a category deletion?
Answer:
No. Once deleted, a category cannot be restored. Recreate it if necessary.
23. Why is the category tab missing?
Answer:
- You may be in the wrong section.
- Confirm you're in the correct utility.
- Contact Admin to check access permissions.
24. Why is the system slow while loading category data?
Answer:
- Check internet speed.
- Use during off-peak hours.
- Clear browser cache.
25. What if a newly added category isn’t searchable immediately?
Answer:
- Refresh the page.
- Ensure it was saved properly.
- Try re-searching after a few moments.
26. Can I view consumer categories without logging in?
Answer:
No. Only authorized users with proper credentials can access category data.
27. What to do if my session times out while managing categories?
Answer:
Log back into SMART360 and resume where you left off. Data not submitted will be lost.
28. How to ensure categories are configured properly for a new utility?
Answer:
- After creating a utility, go to Manage Account.
- Add required categories.
- Review the setup to confirm category availability.
29. Is there a limit to the number of consumer categories I can create?
Answer:
There’s no strict system limit, but excessive entries may impact performance. Organize logically.
30. How can I validate user access to specific categories?
Answer:
- Check role-based permissions assigned by the Admin.
- Only users with view/edit access can interact with categories.