Categories List

Before you start to create Jobs you should think about how you are going to classify them into Categories.

Categories are important because they enable you to fine-tune the reports that LBE Helpdesk can provide. For example, if you are using LBE Helpdesk purely as a helpdesk system, then you would probably wish to set up the following categories as a minimum:

• Hardware
• Software
• Query

That way, you can produce reports on just one of these categories if you wish.

To make it easier for your users, don't have a large number of categories, but if you must, try to group them together. For example, if you were using a single LBE Helpdesk database for both helpdesk and order processing, you might have the following categories:

• HelpDesk - Software
• HelpDesk - Hardware
• HelpDesk - Query
• Orders - Washers
• Orders - Driers
• Orders - Fridges

This way, users can easily find the Category they need when logging a new job.

To see a list of Categories, open the System maintenance folder in the tree view and select Categories. This will display a data View listing your existing Categories, you can then:

To create a New Category

• File menu, New Category
• F4
• Right click on the data View, select Edit Category

This will display the Category Window.

To edit an existing Category

• File menu, Edit Category
• F5
• Right click on the data View, select New Category

This will display the Category Window.

To Delete a Category

• File menu, Delete Category
• F6
• Right click on the data View, select Delete Category

NB, this will also delete all Jobs and related Operator Activity with this Category - this action cannot be undone.

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