Maintenance Categories

Edited

Maintenance Categories allow you to organise and filter your maintenance records beyond their status in a customisable fashion.

Adding Maintenance Categories

To add new Maintenance Categories, follow these steps:

  1. Go to Setup > Maintenance Categories.

  2. Click on the option to add new categories as required.

Enabling Maintenance Categories in Maintenance Records

To ensure the category dropdown is visible in the Maintenance Record screen, you need to enable Maintenance Categories as a requirement. Follow these steps:

  1. Go to Setup > Preferences > Restrictions.

  2. In the Other Fields Required section, locate the setting "Maintenance category required for maintenance records".

  3. Toggle the setting to enable it.

  4. Click the Save Changes button at the bottom right to apply the changes.