Create consistent categories and use them to improve project discovery. Organize projects with categories keeps the project record connected to its owner, current state, evidence and accepted outcome. Use it inside the authorized project instead of maintaining a separate shadow record. Open the intended workspace and project, then confirm the project name and current status. Check that your project role includes the section and action you need. Prepare only the source records or evidence required for this task. Navigate to Organize projects with categories from the project menu. Shared Sample projects are visible for learning but remain read-only. Check ownership, status, revision and linked evidence before making a change. Resolve any stale-version warning instead of overwriting it. Use the defined fields and approved files. Keep identifiers, dates and technical values aligned with the source evidence. Wait for the confirmed save or upload result, then review history, status and downstream links before leaving the page. AutoNexit records project evidence; it does not replace engineering approval, functional-safety review, manufacturer instructions or site authorization. Never treat a document status as permission to energize or operate equipment. A permission message means the project role or explicit section access does not allow that operation. A shared Sample warning is intentional: Sample records cannot be edited, cloned or converted into a real project. A stale or conflict message means the record changed elsewhere; reload, compare and apply the update again deliberately. An upload or capacity error must be resolved before the record can claim the file was saved.
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A localized AutoNexit Sample view for this workflow. Sample data is shared and read-only.
Before you begin
Open the intended workspace and project, then confirm the project name and current status.
Check that your project role includes the section and action you need.
Prepare only the source records or evidence required for this task.
01
Open the correct project area
Navigate to Organize projects with categories from the project menu. Shared Sample projects are visible for learning but remain read-only.
02
Review the current record
Check ownership, status, revision and linked evidence before making a change. Resolve any stale-version warning instead of overwriting it.
03
Enter the controlled update
Use the defined fields and approved files. Keep identifiers, dates and technical values aligned with the source evidence.
04
Verify the saved outcome
Wait for the confirmed save or upload result, then review history, status and downstream links before leaving the page.
If the result is not what you expect
A permission message means the project role or explicit section access does not allow that operation.
A shared Sample warning is intentional: Sample records cannot be edited, cloned or converted into a real project.
A stale or conflict message means the record changed elsewhere; reload, compare and apply the update again deliberately.
An upload or capacity error must be resolved before the record can claim the file was saved.
Frequently asked questions
What should I verify before I work with Organize projects with categories?
Create consistent categories and use them to improve project discovery. Confirm that you are in the intended real project, that your role permits this section, and that the source record, current state and required evidence agree before you make or approve any change.
How do I know Organize projects with categories is complete and trustworthy?
Treat Organize projects with categories as complete only after AutoNexit confirms the save or upload, the expected status and history are visible, and every required downstream link or evidence item can be opened from the same authorized project record.