Table of Contents
Navigating to Job Categories
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.
- 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.
Validations & Restrictions
| Action | Validations | Restrictions | Additional Information |
|---|---|---|---|
| General |
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| Delete |
| Job Categories cannot be deleted if they are already used by Jobs which:
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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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