Maintenance Categories

The (maintenance) Categories command is used to enter the different types of maintenance that may need to be performed at your property, such as plumbing, painting, or electrical work. Any maintenance categories entered into Skyware using the Maintenance Categories screen may be selected from when creating maintenance work orders, and help to direct your maintenance workers in the type of work required at your property to complete the necessary maintenance.

The (maintenance) Categories command is found on the Maintenance Configuration Menu, reached via the Property System Configuration Menu.

 

 

Quick Menu

Quick Menu with Manager's Screen option selected

Select Manager's Screen to be taken to the Manager's Commands screen.

Manager's Commands Menu

Select Configuration to be taken to the Property and System Configuration menu screen.

Manager's Commands Menu with Configuration option selected

Alternately, you may also be able to select Configuration directly from the Quick Menu, if the menu has been set up to include the Configuration option.

This will take you to The Property System Configuration Menu.

Property and System Configuraion Menu

The list of property configuration options are divided into four sections, which are Required Configuration, Optional Configuration, Locales/Dates and Sub-Systems.

Select Maintenance => from the Sub-Systems section.

Sub-Systems section of the Property and System Configuration menu with Maintenance => command selected

This will take you to the Maintenance Configuration menu screen, contains two sections, Maintenance List 1 and Maintenance List 2.

Maintenance Configuration Menu screen example

Select Categories from the Maintenance List 2 section.

Maintenance List 2 section of the Maintenance Configuration menu with Categories command selected

 

When selected, the Maintenance Categories screen display is split into two frames, with the left side of the screen listing any already configured maintenance categories for the property and the right side containing the fields you need to complete in order to add or edit a maintenance category for your property. Any changes made on the right, once saved, will be updated in the listings to the left.

Maintenance Categories screen example

The currently configured options can be displayed by:

Order: List order, a numeric ordering. If there is no list order number, the maintenance categories will be displayed alphabetically.

Code: The entered code for the maintenance category.

Name: The name, title or description of the maintenance category.

 

Selecting any maintenance category on the left will display the details on the right.

Your options include the following:

Generate a new entry:

Click the New Generate New Entry button button from the toolbar to add a new maintenance category.

Complete the fields described below.

OR:

Select an existing maintenance category from the list on the left, and click the Replicate Replicate Current Entry button button from the toolbar. Then change the field information as described below.

Edit the current selection:

Change the field information described below.

Maintenance Categories screen right side detail for editing purposes

Category Code:  Enter the code for the maintenance category, to indicate how the record is stored within the system. Codes may be up to 6 characters in length.

This field is required.

List Order: Enter the desired List Order for this maintenance category. If there is no list order number, the maintenance category will be displayed alphabetically.

This field is optional.

Category Name: Enter the name or description of the maintenance category. This entry will be used in the drop-down menus for selecting the category to be assigned for work orders.

This field is required.

 

When you are finished adding or editing any maintenance categories, click the Save Save button button to save the changes.

To view any changes made, click the Activity log Activity Log button button in the local tool bar.

 

Date Updated May 04, 2022