Work Type

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A work type is the category of a task and contains one or more activities. A work type may be nested under other work types (if child records are allowed).

Add a new work type

  1. Expand the “Configuration” menu on the sidebar navigation. 
  2. Expand the “Lists” menu under “Configuration”.
  3. Expand the “Type” menu under “Lists”.
  4. Select the “Work” menu.
  5. Select “Add” to add a work type.
  6. Populate the fields.  Data fields with an asterisk (*) are required.
    • Name*: Enter the name of the type of work.
    • Allow Sub-Work Items: Toggle on if this work type allows child work items.
    • Allow Asset Associations: Toggle on if this work type allows associations to assets.
    • Allow Contact Associations: Toggle on if this work type allows associations to contacts.
    • Allow Contact Role Associations: Toggle on if this work type allows associations to contact roles.
    • Allow Document Associations: Toggle on if this work type allows associations to documents.
    • Allow Task Generation: Toggle on if this work type creates tasks.
    • Description: Enter a description of the type of work.
    • External Identifier: Enter a unique identifier that represents this record in an external system.
  7. Select “Save” upon completion.

Manage work types

  1. Locate the work type record.
  2. If the In Use column displays “Yes”, click the “Yes” text to view all work items categorized as this type.
  3. To the right of each record, under the Actions menu, you may:
    • Edit the work type.
    • Download the work type definition for import into another database.
    • Copy the work type to immediately create a duplicated record in the database.  When used, update the new name of the copied record to a unique value.
    • Delete the work type. You may delete types only when they are not in use at any record.
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