Accessing Work Order Categories
Log In: Ensure you are logged into your Doorcast account with administrator rights.
Navigate to Work Order Categories: Click on the "Admin" dropdown in the upper navigation bar, then select "Work Order Categories."
Creating a Work Order Category
Initiate Category Creation: Click the "Create Category" button, which opens a modal window.
Enter Category Details:
Name: Type the name of the new category you wish to create, such as "Appliance Install" or "HVAC Maintenance."
Save the Category: Click "Save Category" to add the new category to the system.
Editing a Work Order Category
Find the Category: Locate the category you wish to edit from the list shown.
Open Edit Modal: Click on the three dots (kebab menu) next to the category name and select "Edit."
Update Category Details: Modify the name or any other editable details in the modal.
Save Changes: Click "Save Category" to update the details in the system.
Deleting a Work Order Category
Choose to Delete: Click on the three dots next to the category you wish to remove and select "Delete."
Confirm Deletion: A confirmation modal will appear, asking if you are sure you want to delete the category. Click "Delete" to proceed.
