The Work Category Setup module allows an agency to organize its work into practical classes or divisions (Categories) that reflect its organizational structure or natural work flow. Some agencies may choose to establish Categories that correspond to the divisions and departments found on their organizational chart. Others may find it more useful to create a Category framework that integrates with their accounting system.
Why Categories are important
Work Categories relate to almost every element of Lucity's Work program; therefore, Lucity implementers work closely with clients to define Categories and Subcategories as part of the initial system implementation. Categories play a critical role in:
directing Work Requests, Work Orders and PMs to the areas and individuals responsible for completing the work;
establishing default Work Categories for different asset types;
narrowing users' options when they add resources to Work Orders;
organizing and displaying work on users' Lucity dashboards; and
filtering records and generating data reports.
Integrating Categories and other Work Flow Setup records
When Work Categories have been established, an agency links them to its other Work Flow elements: Tasks, Problems and Resources (i.e., Crews, Employees, Equipment, Materials, Fluids and Contractors). Later, when users create Requests, Work Orders or PMs and select a work Category, the system displays only the Tasks, Problems and Resource options related to that Category.
Common tasks
To access the Work Category Setup module, select Work > Administration > Work Flow Setup > Category Setup.
Open the Work > Administration > Work Flow Setup > Category Setup module.
Select a node in the Category Tree. The new Category will be added underneath that node.
The new category will be added one level below whichever part of the tree is selected, whether it is the Categories node or a category somewhere below it.
Categories hierarchy can be modified later.
Click the Setup tab.
If you selected the Categories node in Step 2, a blank but inactive form appears.
If you selected a specific Category, the form displays the data for the parent.
Click the button. A new record appears in the Setup tab.
If you selected the Categories node in Step 2, the form becomes active.
If you selected a parent Category, you'll find that a new form appears with the selected Category listed as the Parent Category.
In the Category field, enter a code and description for the new category.
Fill out the Classification field.
If the category is for organizational purposes or non-asset related work select Classification.
If the category is for a specific type of asset select Inventory Items.
If you selected Inventory Items in the Classification field the use the Common Name field to select an asset inventory module.
Complete other fields as necessary.
Click the button to save changes. The new Category appears in the Category Tree on the left.
How to create a Category Setup record 
button. A new record appears in the Setup tab.
button to save changes. The new Category appears in the Category Tree on the left.
button above the grid. The related form appears.
button above the grid. The system removes the link between the Work Flow Setup record and the designated Category.
button that appears above the Category Tree. Check boxes appear before each Category.
button at the top of the Category Tree. The selected Work Flow Setup records are now linked to the selected Categories.