Work Forms Categories are simply text tags defined by the Instance Administrator. Categories allow for effective navigation and selection of Work Forms.

This section provides guidance on these topics related to Work Form Categories:

Creating Work Form Categories

  1.  From the top-level navigation toolbar, select the Configure menu.
  2. Select Workflows, Etc.
  3. From the Settings menu, along the left side of the screen, use the arrow/carrot to the left of Work Form to access drop-down options.
  4. Select Work Form Categories to open the Work Form Categories dictionary.
    1. Existing Work Form Categories will be displayed.
  5. To create a new Work Form Category, select the New button at the top of the view.
  6. This opens the New Work Form Category form
    1. Populate the two (2) required fields:
      1. Name - Give your new Work Form Category a Name that clearly and concisely describes its purpose. The Category Name may include the equipment to which it applies, the recurrence of the task, the responsible party's name, or any other identifying information that assists users in properly selecting the form for use.
      2. Type - The Type drop-down menu offers three Work Form Category Type options.
        1. Note: Reference the table below for guidance on Type selection.
  7. Select the OK button in the bottom right corner of the form.
  8. The newly created Work Form Category will now appear within the Work Form Categories dictionary.

About Work Form Types

TypeAssociated Work TypeConfigured for Work via the:Presented to End Users via the:Purpose/Description
PMPreventive Maintenance and InspectionsPM Group (Scope tab)Tasks section of the PM Case Details panel

This type allows the Work Form to be associated with a PM Group, and subsequently automatically generated when a PM Case is created via the PM Generator.

TasksProduction (Task-Based Workflow)Task Template (System Element Type tab)

Production Tasks section of the System Elements Details panel


This type allows the Work Form to be associated with a Task Template, and subsequently automatically generated when a Work Package is created via the Work Package Template Generator.
Custom

Issue Management; Case or Work Ticket Workflows

Workflow Section of Contract Details PanelForms section of the Case Details panel

This type allows the Work Form to be associated to assigned Workflows at the Contract level. When configured on a Contract, the form is tied to a Workflow status transition, and can be set as:

  • Optional or Required; and
  • Repeating or Non-Repeating 

    • Repeating Work Forms must also be marked as optional.

    • For repeating forms, the first form must be completed before a second form can be added. Keep this limitation in mind for teams working on the mobile app in the same area.

Editing Work Form Categories

  1. From the top-level navigation toolbar, select the Configure menu.
  2. Select Workflows, Etc.
  3. From the Settings menu, along the left side of the screen, use the arrow/carrot to the left of Work Form to access drop-down options.
  4. Select Work Form Categories to open the Work Form Categories dictionary.
    1. Existing Work Form Categories will be displayed.
  5. Select the Work Form Category you wish to edit.
  6. Select the Edit button from the top of the view.
  7. You will be presented with the Edit Work Form Category form.
  8. Modify the category Name and Type as needed.
  9. Select OK.

Deleting Work Form Categories

Once created, Work Form Categories cannot be deleted.

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