How to Create and Manage Work Order Categories

1. From the side navigation, select 'Settings'

2. Click "More Company Settings"

3. Click "General Details"

4. Click Configurable Fields.

5. Click Edit for Categories (Problem Type).

6. To add a new option, Click on 'CREATE NEW'

7. Enter the name for your new Category and Click 'SAVE'

8. To include a newly created (or existing) Category, select the option in the left column to move it to the right.

9. To exclude a Category, select the option in the right column to move it to the left.

10. Click Save to apply the category changes.

This article includes step-by-step instructions to create, remove, and manage the options for Work Order Category (formally Problem Type