Add a New Work Order Category

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Work orders are designed to be task-oriented components required to resolve a resident's Request. Work Order categories are added to identify these tasks.

Who can use this feature?

Owners

Instructions

  1. Sign in to your site

  2. Navigate to the User Profile, then select Manage Organization:The User Profile dropdown menu with the Manage Organization option highlighted.

  3. Click the Work Order Categories tab:Work Order Categories section is highlighted with automation options and subscription details displayed.

  4. Select Add Work Order Category:The Work Order Categories section with the Add Work Order Category button highlighted.

  5. Fill out the fields:The Add Work Order Category screen with various input fields and options.

    • Title: Add a title for the category

    • Automatic Subscribers: Choose any members you wish to automatically subscribe to the category

    • Due Date Escalation: Select members to be notified when a work order in this category passes the due date

    • Notify Subscribers: Check to notify subscribers of the work order category

    • Notify Assignees: Select assignees to receive notifications for the work order category

    • Budgeted Resources: Add Budgeted Resources to the Work Order Category by clicking Add Resource

      Note:

      This is an optional step for Work Order Categories. Learn more about Work Order Resources.

  6. Click Create:The Add Work Order Category screen with the Create button highlighted.