What does this section cover?

What are Jobs Categories?

Action	Restrictions	Additional Information
General		Multiple Job categories can exist in the system but each one should have a unique name and alternative code. The allowed Job categories are specified on the Job types.
Delete	Job categories cannot be deleted if they are already used by Jobs which: Are still not completed or If they are included in the list of allowed categories in one of the available Job types.	Deleted Jobs categories are still visible on Jobs which were created using those categories

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

Action	Icon
View all categories (Parents and Children)
Close all categories and only view Parents
Parent Category with children
Child Category with no children

Navigate to category of the entity which is found in the Module Configuration section
Click on Expand All to look at the tree structure and all available categories
Creating a new Category
Follow the steps below In order to add a new Category:
1. From the Categories summary screen page click on "Add Category"
2. Add Category modal opens where you can provide the required information
  1. Parent: You can search for existing categories to set as parents to the new category that you are adding
    If you don't add anything then the new category will be added as a Parent
  2. Name
  3. Code
  4. Description
3. Click on "Save" to close the modal
Modifying a Category
Follow the steps below In order to modify an existing Category:
1. Click on "Expand All" to see all the defined categories
2. Click on the name of the category you would like to update
3. The Edit Category modal opens, where you can update the category information, change the parent, or remove the parent
4. When you are done click on "Save" to close the modal
Deleting a Category
Follow the steps below In order to delete an existing Category:
1. Click on "Expand All" to see all the defined categories
2. Check the box located at the left hand side of the category you would like to delete
3. Click on "Remove" found at the top of the tree structure

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Configuring Job Categories — Learn to configure Job Categories
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Configuring Job Cancellation Reasons — Learn to configure Job Cancellation Reasons
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Configuring Jobs Definition — Learn to configure Jobs Business Definitions that will dictate the overall behaviour of Jobs
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Understanding Jobs — Understand the usage of Jobs within CRM.COM
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Managing Jobs — Learn to work with Jobs
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Configuring Job Types — Learn how you can configure Job Types
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Configuring Job Statuses — Learn to configure Job Statuses
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Creating Jobs for Swapping Installed Items of a Subscription — Find out how to create a new Job for swapping Installed Items of a subscription - AVAILABLE FROM CRM.COM R9.0.0
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Creating Jobs for Changing Subscription Location — Find out how to create a new Job for changing Subscription Location
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Creating Jobs for Swapping Services of a Subscription — Find out how to create a new Job for swapping services of a subscription - AVAILABLE FROM CRM.COM R9.0.0
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Creating Jobs for Deactivating Subscriptions — Find out how to create a new Job for Deactivating Subscriptions