Work Categories are used to determine the default Checklist/Procedure that is displayed to a technician when performing an Inspection. If you have any questions, please contact support@builtspace.com.
There are two types of Work Categories: planned and reactive. Setting a Work Category type to reactive means it will show up for any unscheduled jobs (i.e. service calls). Setting the Work Category type to planned means that it will show up for any scheduled Jobs (PMs).
Work Categories provide users with an easy way of defining which Checklists are selected by default for technicians using the BuiltSpace Inspections App.
The first step in the process creating a Work Category. If you would like to learn how to apply a Work Category to a Checklist, read Step 5 of the following article: How to Create and Edit Checklists (and Questions).
How to Add Work Categories
Under the Manage tab, click Work Categories.
- Click Add new item.
- Enter a Title, Value (optional), Description (optional) and define the Work Type. Click Save when you are done.
How to Edit Work Categories
Under the Manage tab, click Work Categories.
- Click on the edit icon beside the entry you would like to modify.
- Change the desired values and click Save.