Categories

The Categories tab allows admins to view all of the Categories the employee is assigned to. If Category Level Security is being used it also displays the employee's security level for each category.

A sample of the grid appears below. Sort records in the grid by clicking on the headings.  An up or down arrow (highlighted in orange below) indicates whether data appear in ascending or descending order.

• Double-click on an existing record to open it.
• Right-click in the grid to add a record.
• Right-click on an existing record for options to View Record, Add Record, Edit Record, Delete Record, Replicate Employee's Category Links, Add Multiple Categories, or Set Category Security.

  How To Add a Category

  1. Right-click in the grid and select Add Record. The following screen will appear:

     

  2. Select a Category of work. This list comes from the Work Flow Setup > Category pick list.
     • If Category Level Security is in use select a Security level. This governs an employees rights to Add, Edit, or Delete Work Orders with the selected Category.
  3. Save and Close the record.

  How To Replicate Employee's Category Links

  Many employees in a department may need access to the same categories of work. Use the Replicate Employee's Category Links option to simplify the process of assigning multiple categories to a single employee.

  1. Right-click in the Categories grid and select Replicate Employee's Category Links. A window similar to the following will appear:

     

     Note: This dialog lists all employees in the Work Flow Setup module.

  2. Highlight an employee record in the list and click Select.
  3. All categories associated with the selected employee will now also be associated with the current Employee record.

     Note: You can repeat this process if an employee shares category assignments with more than one other work employee. You can then add or delete individual categories as needed by using the additional Right-click options in the grid.

  How To Add Multiple Categories

  1. Right-click in the grid and select Add Multiple Categories.
  2. The following pop-up will appear:

     

  3. Select one or more Categories.
  4. Click Select.

  How To Set Category Security

  1. Select one or more categories in the grid.
  2. Right-click and select Set Category Security.
  3. The following pop-up will appear:

     

  4. Choose a security level and click Select.
  5. The selected categories will be updated.