WO Configuration ~ Categories

Categories indicate the type of Work Order it is.  An organization can have as many categories as they need. 

*Note: Once a Category has been created or edited, you must log out and back into CMS to see the changes.

To create a new Category, click the Root Category  icon.

The description is mandatory and can be of the organization’s choosing.  The Standardized status is how CMS reads the type: Scheduled or Unscheduled.  Although not mandatory is advised to set so that WOs are organized efficiently.

A Procedure can automatically be linked to a WO when the category is used. 

Each status is automatically set as Visible, Searchable and Allow Edits options selected. Clicking the dropdown will display all Procedures.

• Visible: Category is visible to be used when creating WOs.

*If a Category is no longer to be used, deselect the Visible option.  It is advised to leave Searchable selected in case there is a need to search by the Category later.

• Searchable: Category is only visible to be used when Searching WOs

Once a Root Category has been created it will appear in the list with a  to edit and a  to create hierarchy options connected to the “Parent” Category.  Multiple lower levels to the hierarchy can be created on a Root Category. 

For example, Linen Request and Online Request can be lower-level Categories to Service Request. 

To export the list of Categories currently in your system, click the  icon.