Category

Buka halaman ini di aplikasi ↗

Introduction

This page covers three types of category master data used across various parts of the system: Cause Category, Complaint Category, and Work Order Category. All three share a similar page layout: a searchable list, add/edit, and delete (with a confirmation dialog).

Prerequisites

• A stable internet connection.
• An active account with permission to manage Category data.

Step-by-Step Guide

Cause Category

Goal: manage the list of damage/incident causes used during Work Order reporting.

Steps:

1. Open the Cause Category page.
2. To add data, click Add New, fill in the Name field, then click Save.
3. To edit data, choose the category you want to edit, click Edit, change the Name field, then click Save.
4. To delete data, click Delete on the chosen category, then confirm on the dialog that appears.

Warning: deleted category data can't be restored.

Expected Result: the cause category is saved, updated, or deleted according to the action performed, and is available to choose during Work Order reporting.

Complaint Category

Goal: manage the list of complaint types used during Work Order reporting.

Steps:

1. Open the Complaint Category page.
2. To add data, click Add New, fill in the Name field, then click Save.
3. To edit data, choose the category you want to edit, click Edit, change the Name field, then click Save.
4. To delete data, click Delete on the chosen category, then confirm on the dialog that appears.

Warning: deleted category data can't be restored.

Expected Result: the complaint category is saved, updated, or deleted according to the action performed, and is available to choose during Work Order reporting.

Work Order Category

Goal: manage the work types used on a Job Assignment and Work Order, including whether that category is warranty-covered.

Steps:

1. Open the Work Order Category page. The list shows a Name column and a Has Warranty indicator (✓/-).
2. To add data, click Add New, fill in the Name field, enable the Has Warranty toggle if this category is warranty-covered, then click Save.
3. To edit data, choose the category you want to edit, click Edit, change the Name and/or Has Warranty toggle, then click Save.
4. To delete data, click Delete on the chosen category, then confirm on the dialog that appears.

Note: if Has Warranty is enabled, the AC unit chosen on a Job Assignment with this category will be checked for warranty claim eligibility, and the Work Order resulting from that Job Assignment may automatically generate a Warranty Claim.

Warning: deleted category data can't be restored.

Expected Result: the Work Order category is saved, updated, or deleted according to the action performed, and is available to choose on a Job Assignment and Work Order.

Troubleshooting / FAQ

Issue/Question	Solution
What happens if the Has Warranty toggle is enabled on a Work Order Category?	The AC unit chosen on a Job Assignment with that category will be checked for warranty claim eligibility, and the resulting Work Order may automatically trigger a Warranty Claim.
A deleted category is still needed	Deleted category data can't be restored; add it back as new data if needed.