Click Maint

From the Admin Settings module, click the Manage Modules tab.

From the Reference Lists section, select Categories.

Click the +Category button in the top right corner to open the Add Category form.

Add the new category name into the Category Name field.

From the Entities dropdown, select all or certain facilities to use this list.

Hit Save and the category jumps into alphabetical order in the list view.

1. From the Admin Settings module, click the Manage Modules tab.
2. From the Reference Lists section, select Categories.
 
 
 
3. Click the +Category button in the top right corner to open the Add Category form.
4. Add the new category name into the Category Name field.
5. From the Entities dropdown, select all or certain facilities to use this list.
6. Hit Save and the category jumps into alphabetical order in the list view.

Click on the edit icon within the category row you want to edit.

From the Edit Category window, change details about the category.

Hit Save to keep changes or click on Discard Change to cancel and close the window.

1. Click on the edit icon within the category row you want to edit.
 
 
 
2. From the Edit Category window, change details about the category.
3. Hit Save to keep changes or click on Discard Change to cancel and close the window.

From the Categories list, click on the edit icon within the row for the category you want to remove. Once the Edit Category window opens, click the Delete icon.

1. From the Categories list, click on the edit icon within the row for the category you want to remove. Once the Edit Category window opens, click the Delete icon.

Admin Users can add, edit, and delete the Categories list used to group Work Orders.

Video

Guide - Add

Guide - Edit

Guide - Delete