Step 1: Create instrument categories

1. Go to the Monitoring section in the platform and click on Category in the monitoring menu.
2. Click on the Create Category button in the top-right corner. 
3. When creating a new category, you have two options:
   1. Use a template (recommended) –> Select from predefined templates for a quick setup.
      
      
   2. Create from scratch –> Configure a fully custom category.
      
      

Creating a Category Using a Template

To simplify this process, we offer predefined templates. These templates are designed based on in-depth research into how category models should be structured for different instruments. Since setting up a model requires expertise, using a template can save you time and effort, ensuring a correct and optimized setup from the start.

1. Select a template that fits your needs.
2. The category is automatically created based on the template.
3. Review and adjust any details as needed.

Creating a Category from Scratch

If you prefer a custom setup:

1. Fill the basic information: 
   1. Enter a category name
   2. Select an icon
   3. Define additional details to better understand and classify this category,  like: Type, Description, Image.

1. 1. Define raw fields
   2. Add necessary formulas
   3. Choose whether calibration is required

Once the category is created, you’re ready to start adding instruments to it.