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Setting up Priorities and Categories for Maintenance Requests

Updated over 2 months ago

Introduction

When you add a maintenance request, you select a Priority.

The choices come from a list of options maintained at the system level and can be modified as needed. The same is true for the Category field.

To modify the selection list for priorities

Go to Admin > Toolbox > Custom Lists (tile) > MR Priorities (tab).

The screen shows a mix of default values and user-added values.

User-added values can be edited; default values cannot. Both can be deleted if they have not been used by a maintenance request record. To delete a value, click the trash-can icon at the end of the row.

To add a value, click Add Row. A new row appears where you can enter text, for example, "ASAP."

To change the order of the values as they appear in the dropdown menu, use the up and down arrows.

Click Save when you are done.

To modify the selection list for categories

Go to Admin > Toolbox > Custom Lists (tile) > MR Category (tab).

The tab works the same way as the Priorities tab. User-added values can be edited; default values cannot. Both can be deleted if they have not been used by a maintenance request record.

To add a value, click Add Row.

To change the order of the values as they appear in the dropdown menu, use the up and down arrows.

Click Save when you are done.

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