Create a Category

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

This article explains how to create a category and describes category form fields.

Create a Category

To create a category:

Web

1. From the sidebar, select Categories.

2. Select +New Category.

3. Enter a name and any other properties for the category. The following table describes each of the fields in the category form.

   Field	Description
   Name	The name of the category. It can be up to 255 characters long. You can't create a category without a name.
   Category Icons	List of icons you can use for the category thumbnail. You can upload a custom icon to create a thumbnail for a category. For more information, see Edit a Category.
   Description	A short description of the category. It can be up to 4096 characters long (roughly 500-700 words). Make sure to include all relevant details about the category.

4. Select Create.

The new category appears in the organization's categories list.

After you create a new category, its details page appears. You can add the category to a work order by selecting Use in New Work Order.

Create Categories on the fly

You can also create a new category when you create or edit a work order, a work order template, or a procedure by selecting Categories. Type in a name for your new category and select Create. For more information, see Create a Work Order or Edit a Work Order.

Mobile

1. From the bottom navigation bar, select More.

2. Select the organization name.

3. In the ORGANIZATION SETTINGS, select Categories.

4. Select +New Category.

5. Enter a name and any other properties for the category. The following table describes each of the fields in the category form.

   Field	Description
   Name	The name of the category. It can be up to 255 characters long. You can't create a category without a name.
   Category Icons	List of icons you can use for the category thumbnail. You can upload a custom icon to create a thumbnail for a category. For more information, see Edit a Category.
   Description	A short description of the category. It can be up to 4096 characters long (roughly 500-700 words). Make sure to include all relevant details about the category.

6. Select Create.

The new category appears in the organization's categories list.

Create Categories on the fly

You can also create a new category when you create or edit a work order when you select Add Categories. Select +Create Category and type in the category name. For more information, see Create a Work Order or Edit a Work Order.

note

You can add more than one category to an entity like a work order or a procedure. This is useful when you want to filter entities more precisely.

For example, let's say you've added the "Mechanical Issue" category to a group of work orders. You might add a second category called "Waiting for Parts" to work orders that you don't have the parts to complete.

When you sort or filter your work orders, you can quickly identify just the mechanical issues that you needs parts for.