Request Category
A request category sorts service requests: "breakdown", "routine", "warranty claim".
What it is for
A request category sorts service requests: "breakdown", "routine", "warranty claim".
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Request Category | The code or number of this record | A short unique code, or the next number when a number range is set up. Required |
| Name | The name | Free text. Required |
| Block | Stops the record from being picked on new documents | Leave clear while it is in use |
How to configure it
Add one line per value the business uses. Keep the codes short and the names in the words the staff use. The name is stored in every language the company works in; the one you type is kept for your language and copied to the others until someone translates it.
Scenarios
- A new value is needed during live work. Add it here; it is offered at once on the documents that use this list.
What it is connected to
- Service Request - Request Category.
If something looks wrong
- The value is missing from a list on a document. It was not saved here, or Block is ticked on it where the screen has that box.