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Learn how you can to configure Jobs Job Categories |
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Table of Contents
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Navigating to Job Categories
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CONFIGURATION > CRM APPLICATION > JOBS > SET UP CATEGORIES |
What are Job Categories?
Job Categories is a module used to create Job categories are used to classify jobs which are used to classify Jobs into generic groups based on specific similar attributes that they share. Job categories are following a hierarchical tree structure.
Creating, Editing & Deleting Validations & Restrictions
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- Navigate to Job Categories and explore existing records via the Summary page. Job Categories follow a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
- Click on the link (name or number) of the record of your interest to open a modal with the related details. Select an existing Category for the parent to make the specific Category a child or erase the parent name to make the Category a parent itself.
- Either SAVE the changes or cancel (X) and go back to the Summary page.
- Create a new (ADD) or delete an existing one (REMOVE)
- Use EXPAND ALL to view parents and children and COLLAPSE ALL to only view parents.
Check the Validations & Restrictions Table below for a list of available Actions when working with Job Categories including each Action's related validations, restrictions and additional information. View the Attributes Table for a comprehensive description of Job Categories fields.
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Action | Validations | Restrictions | Additional Information |
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General |
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Delete |
| Job categories Categories cannot be deleted if they are already used by Jobs which:They are
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Attributes
An * indicates a field is mandatory.
Name | Description |
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Name * | The name of the Category |
Description | The description of the Category |
Code * | The code of the Category |
Parent | The 'parent' of the Category, unless the Category is a 'root' |
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