Configuration & Settings

Taxonomies

Taxonomies

Taxonomies are the controlled vocabularies that classify your records. Instead of letting anyone type a free-text category, lazyit keeps a curated list per record kind so the same thing is always named the same way — which keeps filtering, reporting and search consistent. You manage them all from Settings → Taxonomies (administrators only).

What you can manage

The Taxonomies screen is a single page with a tab bar. Each tab manages one kind:

  • Asset categories — how assets are grouped (e.g. laptops, monitors, phones).
  • Application categories — how applications are grouped.
  • Consumable categories — how consumables are grouped.
  • Article categories — how knowledge-base articles are filed.
  • Asset models — the make/model records that assets reference (e.g. Dell Latitude 5440). A model carries the shared details, so individual assets only record what’s unique to that unit.

Each tab is its own create / edit list. Add a new entry, rename one, or remove one you no longer need.

How taxonomies relate to records

A category or model is a reference that records point at — it is not the record itself. An asset belongs to an asset category and is a model; it does not own a private copy of either. That is why keeping the list curated matters: rename a category once and every record that references it follows.

Because records depend on these entries, lazyit protects them: it follows the same soft-delete and audit rules as the rest of the domain, so removing a taxonomy entry does not silently break the records that reference it. If an entry is in use, fix or reassign the records first.

  • Locations are a sibling registry, reached from the Settings home rather than from a Taxonomies tab — they describe where assets are, not what kind they are.
  • Asset categories vs. models — categories are broad buckets for grouping and filtering; models are specific make/model definitions. Use categories to slice your estate, and models to avoid re-typing the same hardware details on every unit.

For how models and categories drive the asset experience, see the Assets section of this manual.