This article will teach you how to define the work categories that will be selected when issuing a new service request.
Adding a New Work Category
This feature will allow you to create a new work category.
- From the Property & Facility menu, click Settings.
- From the Settings page, navigate to the Service Requests section and click Categories.
- Note: If you manage multiple properties, you can select which property and building's work categories are displayed using the drop-down menu in the upper-right corner of the page.
- From the Work Categories page, click the Add Service button.
- Once the Add New Work Category window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Building | Select the property and building for the work category. |
| Title | Enter a title for the work category (i.e. Temperature). |
| Subtitle |
Enter a subtitle for the work category (i.e. Too Hot). Note: Title and Subtitle will be combined in the following format for the work category: "Title - Subtitle". |
- Click the Save button.
- If you have multiple buildings repeat steps 3-5 for each additional building.
- The new work category has now been saved.
Updating a Work Category
This feature will allow you to update a new work category.
- From the Property & Facility menu, click Settings.
- From the Settings page, navigate to the Service Requests section and click Categories.
- From the Work Categories page, click on the title of the work category that you desire to update.
- Note: If you manage multiple properties, ensure that you have selected the correct property and building that you desire to update an existing work category for in the upper-right corner of the page.
- Once the Update Work Category window has opened, edit the fields as necessary.
- Click the Save button.
- The work category has now been updated.
Removing a Work Category
This feature will allow you to remove a work category.
Note: Work categories may be removed only if they have not yet been used to submit a service request.
- From the Property & Facility menu, click Settings.
- From the Settings page, navigate to the Service Requests section and click Categories.
- From the Work Categories Page, select the checkbox next to the title of the work category that you desire to remove.
- Note: If you manage multiple properties, ensure that you have selected the correct property and building that you desire to remove an existing work category for in the upper-right corner of the page.
- Click the Remove button.
- The work category has now been removed.