Manage HardFM Job Categories
This guide provides step-by-step instructions on how to add and manage job categories in the Synbiotix HardFM Helpdesk. It explains how to add a new job category, edit existing categories, and create job types within each category.
Lucy Sonner
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15 steps
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2 minutes
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Job categories are used to specify the service needed. For example, if a sink was broken, you would select the "Plumbing" job category.
1
Navigate to Synbiotix
2
Enter your username and password and click "Login"
3
Select Helpdesk
4
Click "Administration"
5
If your site uses the Helpdesk for both soft and hard services, click "Hard FM"
6
Click "Job Categories"
7
Select the required site from the drop-down box
Add a Job Category
8
Click "Add New"
9
Enter the job category description
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If you choose the PPM type (see Step 10), your category name will be automatically proceeded by "PPM" after you've saved. You do not need to add "PPM"
10
Select the type. This can be reactive or PPM
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Choose "PPM" if you want the job to link to an asset plan. Only "Reactive" jobs can be requested through the Helpdesk
11
Click "Save"
Edit a Job Category
12
Click "edit" to amend a job category
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Once you've added jobs to the job category, you can't change the type
13
Make any changes as required and click "Save"
Job Types