Categories

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.

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 pop-up appears similar to the following containing a list of available Categories. (These records come from the Work > Administration > Work Flow Setup > Category Setup module.)
- Use the arrows to navigate to additional pages of options to select from.
Use the checkboxes to select the desired Categories.
Click Select. The system adds the Categories to the selected Work Flow Setup records.