Configuring Work Order Categories

Categories classify work orders for consistent recording and reporting.

Open Admin → Settings, then select Work Order Categories under General Settings.

Adding an Entry

1. Select Add.
2. Enter a required, unique Work Order Category name of up to 32 characters.
3. Select Add Category.

Renaming an Entry

1. Select the Edit icon beside the entry.
2. Update the name and select Update.

Keep renamed entries meaningful for existing records that use the same category or type. Check for an existing entry before creating a similar one.

Deleting an Entry

1. Select the Delete icon beside the entry.
2. Confirm the deletion.

Deletion marks the library entry inactive. It does not delete the operational records that used it. Review existing usage before retiring an entry, and use the appropriate operational area to add or update the records themselves.