Editing Work Categories

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.2.
For the latest version of this help file can be found here.

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You create or modify work categories using the work category editor. The usual way to open the editor is to click New Work Category or Edit in the View section of Coding Definitions | Work Orders | Work Categories.

The work category editor window contains the following:

Details section: Shows basic information for the record.

Code: A brief code to identify this record. No two records may have the same code.

Description: A longer description of the work category.

Comments: Any comments you want to associate with the work category.

Work Orders section: Shows any work orders that belong to the selected work category. Before you can record any work orders in this list, you must Save the work category record. For more on work orders, see Work Orders.

Tasks section: Shows any tasks associated that belong to the selected work category. Before you can record any tasks in this list, you must Save the work category record. For more on tasks, see Tasks.

Save: Saves the current record. The editor window stays open in case you want to make more changes to the same record.

Save & New: Saves the current record and sets up the window for you to enter a new record. Fields in the new record will be blank or set to default values.

Save & Close: Saves the current record and closes the editor window.

Cancel: Closes the window without saving any changes you've made to the record since the last time you saved. When you Save the record, the Cancel button changes to Close, indicating that you can safely close the window without losing any changes.

Close: Closes the window. This button only appears after you've saved changes with Save or before you've entered any data at all. Otherwise, the button is labeled Cancel.

For more on work categories, see Work Categories. For more on viewing work categories, see Viewing Work Categories. For more on editors in general, see Using Editors.

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