To streamline the process of creating Work Orders or PMs, agencies can associate Tasks with related Category Setup records. Then, when a user selects a Category of work, he or she sees only the Taskoptions associated with that Category.
Categories Grid
A Task Setup record's Categories grid lists the Categories associated with the Task.
In the Work > Administration > Work Flow Setup > Task Setup module, click the button to expand the Task record that you want to associate with a Category.
Select the Categories grid and click the button. The Categories form appears.
Select a record from the Category pick-list. This is a required field and must be unique for this Task.
Click Select.
Save and close the record. The Category now appears in the Task Setup record's Categories grid.
Open the Work > Administration > Work Flow Setup module of your choice.
Select one or more records in the grid.
Click the Toolkit and select Add Multiple Categories | Selected Record(s). A pick-list of available Categories appears. (These records come from the Work > Administration > Work Flow Setup > Category Setup module.)
Use CTRL + click to select the desired Category(ies).
Click Select. The system adds the Categories to the selected Work Flow Setup records.