Add a New Work Order Category

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

3. Click the Work Order Categories tab

4. Select Add Work Order Category

5. Fill out the fields

   • 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 Resources.

6. Click Create