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Read the Job Categories overview here.

Find out how to:

Step-by-step guide

Adding a Primary Job Category

  1. Click the Settings button on the Ribbon.

    The Configuration screen appears. 

  2. Click on Job Categories to expand it and select Primary Categories.

    The Primary Categories screen appears. 

  3. Click the + (Add New) button to add a new primary category.

    A new line is added to the list. 

  4. Enter the category type that will indicate the type of Job to be done, in the Category field.

    In this example, Digital is entered. 

  5. Click the drop down arrow in the Can Change To field, and select the user rights that will be allowed to change this category. 

  6. In the Can Change From field, select the user rights that will be allowed to change the category to other categories.

    By default, the Same as Set Rights option is the selected option. This will allow the same access rights as those selected in the Can Change To field to be able to change the category to other categories. 

  7. Enter an alternate identification for the category, in the Alt Ref No field.  

    This will be used to reference the Job Category in an accounting package. 

  8. To ensure that the category is active for selection on the Job Bag, check the Active field checkbox. 

    By default, this option is checked once you click the Add New button. 

  9. In the Required Fields field, select a job bag field that will be required when this category is being used on the Job bag. 

  10. Click the Save button to make your changes permanent.

Adding a Sub-Category

  1. From the Primary Categories screen, click the Sub-Category button against the relevant Primary Category.

    Adding a Sub-Category from the Primary Categories screen will link the Sub-Category to the Primary Category.

    You can also add a sub-category from the Sub-Categories item under the Job Categories group on the Configuration tree.

    The Sub-Categories screen appears. 

    Notice that the Category field already shows the Primary Category that the Sub-Category will be created for. A different Primary Category can be selected from here.

  2. Click the + (Add New) button on the Toolbar.

    A new line is added.  The Sub-Category field allows you to break the main category down into Sub categories e.g. in the case of Print you can print Brochure, Flyers etc.

  3. Enter the name in the Sub-Category field.

    In this example, Web Design was added as the sub-category. 

  4. Enter a billing category in the Billing Category field.  

    This categorizes the use of billing documents and transactions in business processes, and summarizes various billing document types. 

  5. Ensure that the Active field checkbox is checked.  This will allow for the Sub-Category to be selected on the Job Bag.  By default, when you add a new Sub-Category, the Active field checkbox is checked. 

  6. Click the Save button to make your changes permanent.

    The Primary Category and Sub-Category will be available for use on the Job Bag. Once you select the Category on the Job, the Sub-Category field will only show sub-categories linked to the selected Category.