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Learn how you can to configure Jobs Job Categories

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Navigating to Job Categories

Info
What are Jobs Categories

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

Action

  • 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.

Job CategoriesImage Added

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validations
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Validations & Restrictions 

ActionValidationsRestrictionsAdditional Information
General
  • All mandatory information must be provided
  • Multiple Job categories Categories can exist in the system System but each one should have a unique name Name and alternative codeAlternative Code.The allowed Job categories
  • Mandatory Fields must be defined
  • The Allowed Job Categories are specified on the Job typesTypes
Delete
  • Not Applicable
Job categories Categories cannot be deleted if they are already used by Jobs which:They are
  • Are still not completed 
or 
  • Are included in the list of
allowed categories
  • Allowed Categories in one of the available Job
types
  • Types.
  • Deleted Jobs categories Job Categories are still visible on Jobs which were created using those categories

 

Include PageConfiguring Categories - GlobalConfiguring Categories - Global 
  • Categories

Attributes

An * indicates a field is mandatory.

Name

Description

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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