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πŸ“ How To Setup Category Selection
πŸ“ How To Setup Category Selection

Audience: FaultFixers Admins. Where to find Categories on FaultFixers, and how to select those relevant to your organisation.

Updated over a week ago

Step 1: Navigate to 'Organisation'.

πŸ“’ Log in to your FaultFixers Web account and access the dashboard. Look for the 'Organisation' option in the navigation menu, located on the left-hand side of the screen. Click on it to proceed to the next step.

Step 2: Click 'Categories' tab located at the top.

πŸ”§ Within the 'Organisation' section, locate and click on the 'Categories' tab situated at the top of the page. This action will direct you to the area where you can manage and customise ticket categories.

Step 3: Select categories that align with your organisation's Reactive Tickets or PPM Tasks.

βͺ Review the available categories and select the ones that best match the types of issues or tasks your organization deals with. Ensure that the chosen categories align with your organisation's workflow, whether it's for handling reactive tickets or planned preventive maintenance tasks.

πŸ’¬ Tip: Your selections will be saved automatically upon clicking.

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