Maintenance: How to Add & Assign Work categories to work orders?
Categories can be added to new work orders as well as pre existing work orders.
Adding category to new work orders:
Go to the Maintenance Page.
By default, work orders is the first page that opens up.
You'll see a list of work orders displayed in a tabular form, indicating their scheduled status.
To create a new work order, click on the "+ Work Order" button on the top right corner of the page.
A new page opens with sections and forms to fill in the details of the new work order.
Within the "Basic Details" section, you will find a dropdown for the work category.
Now you can select your required category from the given options.
If you do not find the work category of interest, press on the Add new work category button and add a new work category
Adding category to pre existing work orders:
To assign a category to a specific work order, locate the order from the list and look for a three-dot option displayed on the right side.
Click on it to access a menu with options to view, edit, or delete the order.
Choose the "Edit" option from the menu to modify the work order.
A new page opens up with the work order details pre-filled in the respective fields.
Within the "Basic Details" section, you will find a dropdown for the work category.
Choose your desired work category from the given options and click on “Save”.
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