A work order category allows you to group your work orders together based on your own characteristics. Examples of categories can be add, move, delete, change or telephone, circuit, subscriber, etc. When you are viewing your work orders, you can specifically search on a category and view just the work orders within the category. The work order category is an optional field.
Managing Work Order Category
- Click the Orders/Troubles
- Within the Navigation pane, click Orders and then All Active Orders.
- You have two alternatives for managing your work order categories:
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- Within the toolbar directly above the Navigation pane, click the Manage Work Order Categories
- Within the Action pane, click the Manage Work Order Categories
- With either option, the Manage Work Order Categories window opens.
Adding
- In the Work Order Categories list pane, click the top row, marked with an asterisk (*) to add a new record.
- Type in the name of the category
- You can add multiple categories by clicking on the row marked within an asterisk (*).
Modifying
- Click the field to modify and type the new information.
Deleting
- There are two ways to select the category to delete:
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- Right-click the record selector box (located just left of the name) and click Delete.
- Highlight the name in the list and within the Actions ribbon group click the Delete
- Once you click Delete, a message box opens verifying that you really want to delete the type. Click Yes within the box to continue or No to cancel the operation.
- Once selected, CAIRS draws a line through the type allowing you to delete multiple types at the same time.
- If you do not want to delete the type, right-click the record and click Undelete.
- Once you select Undelete, a message box opens verifying that you really want to keep the type. Click Yes within the box to continue or No to cancel the operation.
- Within the Actions ribbon group, click Save (to save and stay) to continue working with work order categories, or Save & Close (to save and exit) to return to the All Active Orders
Managing Note Categories
Before you start to add notes, it is a good idea to add some categories. These categories allow you to group your notes based on a common element. For instance, you can have note categories called: Add New Set, Modify Circuit, Modify Account, etc.
- Click the Orders/Troubles
- Within the Navigation pane, click Orders and then All Active Orders.
- A list of the open orders populates. If you have a large number of active work orders, the list may not populate. To populate the list, do one of the following:
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- Within the search box, type any portion of the record and then click the magnifying glass.
- Click the Show All
- Once the list opens, double-click the order number. A work order window opens.
- Within the Notes pane, click on the Manage Categories link
Alternatively, from the Orders àany sub-menu you can click on the Manage Note Categories link within the Actions pane.
Adding
- The Manage Note Categories popup opens. Click the row with an asterisk (*) to add a new category to the list and type the name.
- Once you start typing in the category, a new row with an asterisk (*) displays at the top of the list allowing you to add multiple categories at once.
Deleting
- To delete a category, right click on the record selector box next to the category name to access a popup menu, from the menu click Delete.
- Once you click Delete, a message box displays verifying that you really want to delete the category. Click Yes within the box to continue or No to cancel the operation. Once selected, a line is drawn through the name, allowing you to delete multiple items at once.
- If you do not want to delete the category, right-click the record again and click Undelete.
- Once you select Undelete, a message box displays verifying that you really want to keep the category. Click Yes within the box to continue or No to cancel the operation.
- Within the Actions ribbon group, click Save (to save and stay) to continue working with the categories, or click Save & Close (to save and exit) to return to the Work Order.