PROCEDURE CONFIGURATION: CATEGORIES

Categories indicate the type of Procedure 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: Code Compliance, OEM Manufacturer or Other.  Although not mandatory is advised to set so that WOs are organized efficiently.

• 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.