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Back to Jobs Main Page

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Learn how you can to configure Jobs Categories

What does this section cover?

Job Categories

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Table of Contents

Table of Contents
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What are Jobs Categories?

Job categories are used to classify jobs

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 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 & 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 code.Alternative Code.
  • Mandatory Fields must be defined
  • The allowed Allowed Job categories 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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