User Guide: Category/Subcategory Reorganization

User Guide: Category/Subcategory Reorganization 

Release: 1.4.0

Overview 

The Category/Subcategory Reorganization restructures how Physical Security Incidents (PSI) and Physical Security Operations (PSO) are categorized in the Bearing application. The goal is cleaner grouping, better alignment between category type and record type (incident vs. operation), and a more logical structure for selecting and reporting on security events. 

Note: No data has been deleted. Old categories have been made inactive, so existing records retain their original categories. Only new records are affected. 

Summary of Changes 

Changes in Detail 

Categories Removed from PSI (No Longer Available for New Records) 

Facility Security - Severe Weather (now under Critical Event) 

• Severe weather is an emergency event, not routine facility security 

• Use the new Critical Event - Severe Weather subcategory instead 

Facility Security - Suspicious Activity (removed) 

• Redundant with other categories 

• The Investigations category better covers suspicious activity reports 

New Category Added to PSI 

Critical Event - Severe Weather (NEW) 

Use this subcategory when creating a PSI for: 

• Hurricanes, tornadoes, or severe storms 

• Weather-related emergencies 

• Environmental hazards requiring emergency response 

Before: PSI Type: Facility Security → Severe Weather After: PSI Type: Critical Event → Severe Weather 

Subcategories Moved from PSI to PSO 

These activities are planned operations, not incidents, and have been moved accordingly: 

System Installation - Now a PSO category 

• Use a Physical Security Operation record for tracking system installation work 

Testing - Now a PSO category 

• Use a Physical Security Operation record for planned testing activities 

Subcategories Hidden from PSI 

The following subcategories are no longer available for new PSI records. They were removed because they represent service requests or planned operations rather than incidents: 

Under Facility Security: 

• Lock/Unlock Procedure (use a service request) 

• Secure Area Access (use a service request) 

• Security Escort (use a service request) 

Under Investigations: 

• Report Request (use a service request) 

• Security Assisted Termination (planned operation, use PSO) 

• Security Support (use a service request) 

• Violation 

Under Physical Security Systems: 

• Additional subcategories now hidden or moved 

Quick Reference: What to Use Now