Using categories is important when trying to create reports. We can also see what type of Work Orders our maintenance team is dedicating their time to. This article explains how your team can how to manage & assign categories to work orders.
How to Create New Work Order Categories On Web
Start by selecting Categories
On the Categories page, under work orders, click the + Category button
Enter the Category Name
Finally, click Save
Click on the 3 vertical dots next to the Category to rename it.
How to Add Categories On Mobile
Navigate to your Settings on the mobile apps (you can find this in the little gear button on the top right of your home screen!)
Select Categories,
Then, click on the + button
Enter the Category Name
Finally, tap Save!
Assign Categories to Work Orders
Start by Creating a Work Order
Under the Create Work Order screen, navigate to Select Category
Select your Category type from the drop-down menu
On Web:
On Mobile:
TIP: You can edit a work order in a similar fashion to add a category to an existing work order.