# Veeva Station Manager Document Categorization

Veeva Station Manager includes a document categorization feature, which can be useful for situations in which a Station Manager device is shared across multiple roles, products, or pieces of equipment. For example, a device may be assigned to a physical location and the product produced at that location may change from one period to the next. Some documents displayed on the station may be specific to one product and irrelevant for others. Using document categorization, you can ensure users see only the documents relevant to their needs.

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      <p><strong>Note</strong>: In previous releases, Station Manager document categories were defined in picklists. Support for that functionality ended with the 21R2.2 release. Vaults with picklist-defined categories should be reconfigured to the record-based categorization method described in this article.</p>
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## About Station Manager Document Categorization Objects

Vault manages document categorization for Station Manager via two Vault objects:

  * _Station Manager Category_ (`station_manager_category__v`) is a simple object with only a _Category Label_ field, and Station Manager displays the _Category Label_ field value as a category.
  * A _Station Document Categorization_ (`station_document_categorization__v`) record assigns a _Station Manager Category_ to a _Station Document_ record.

## Configuring Document Categorization

In order to use document categories, users must have access to the appropriate objects:

  * Create a custom object tab for the _Station Manager Category_ object or add it to the Business Admin menu.
  * Add a related object section for the _Station Document Categorization_ object on the _Station Document_ object page layout.

_Station Manager Category_ and _Station Document Categorization_ object records are only visible in the mobile app if they are in the _Approved_ lifecycle state. If you wish to implement an approval workflow before making a category visible in the Station Manager mobile app, you can leverage standard Vault lifecycle and workflow configurations for these objects.

If you wish to restrict the ability to create or deploy categories, you can leverage standard Vault user and role-based security configurations for these objects and their associated lifecycles.

### Scoped Categories

In some cases, such as customers with distributed manufacturing facilities, local administrators may wish to manage categories and category assignments within their own facility rather than have a single global set of categories. Vault allows you to scope your categories, for example, by _Facility_ or _Organization_. When creating a _Station Manager Category_ object record, users specify the _Facility_ or _Organization_ to which that category belongs. Then, when creating _Station Document Categorization_ records, users are only able to pick from the categories belonging to that _Station's_ _Facility_ or _Organization_.

For example, to scope your categories by _Organization_ or a similar object:

  1. On the _Station_ object, add a required object reference field for the _Organization_ object with label _Organization_ and name `organization__c`.
  2. On the _Station Document_ object, create an object reference lookup field for _Station > Organization_ with label _Organization_ and name `organization__c`.
  3. On the _Station Manager Category_ object, create a required object reference field for the _Organization_ object with label _Organization_ and name `organization__c`.
  4. On the _Station Manager Category_ object, deselect the **Values must be unique** option for the _Category Label_ field so users can create a category with the same name across different _Organizations._
  5. On the _Station Document Categorization_ object, set the **Criteria VQL** for the _Station Manager Category_ field to: `organization__c = {{this.station_document__vr.organization__c}}`

## Categorizing Documents

Once configured, follow these steps to categorize documents assigned to Station Manager:

  1. Navigate to **Business Admin** > **Station Manager Categories** or to a custom object tab.
  2. Create _Station Manager Category_ object records for each available category. Set the _Category Label_ (`name__v`) field value to the label you want to appear in the Station Manager mobile app. If you have scoped your categories, for example by _Organization_, specify the _Organization_ to which that category belongs.
  3. Navigate to **Business Admin** > **Station Documents** or to a custom object tab and click into a _Station Document_ record.
  4. Create _Station Document Categorization_ object records in the related object section. If you have scoped your categories, for example by _Organization_, you can only select from categories belonging to the same _Organization_ as the _Station_ to which that _Station Document_ belongs.

The next time the Station Manager mobile app syncs with Vault, the categories appear in the mobile app for selection by the manufacturing end-user.

## Creating QR Codes for Document Categories

If [configured by an Admin](/en/lr/51648/#qr-code-user-action), you can create a QR code for users to scan and view a category of documents.

To create the QR code:

1. Navigate to **Business Admin > Station Manager Categories** or to a custom **Station Manager Categories** object tab.
2. Perform the **QR Code** action.
3. In the pop-up dialog, click **Download**.

You can use the resulting QR code image file to print and place near applicable areas.