Task Category User Manual

Overview

“Work Category” is a screen that manages work classifications (categories) used in production/work. It can be used as a classification standard in production plans/work orders/reports, etc.

Access

• Sidebar: Criteria Management → Task Categories

Before you begin

• Define the work-category structure and select the parent category under which to add the new entry.
• Prepare a category name that is easy to distinguish in the workplace and any required description.

Required information

• When registering a new work category, Category Name is the required value checked when saving.
• Parent category and description are optional.
• Editing does not perform the same missing-value check as registration, so take care not to leave the existing category name empty.

Save and processing checks

• No more child categories can be added at the lowest level, so check the current position.
• After saving, confirm that the new entry appears under the selected parent category.
• Before editing or deleting, check whether it is used in a production plan or work classification.

Registration

1. Click Register.
2. Enter the category name/description/availability, etc.
3. Click Save.

Editing

1. Select an item from the list.
2. Click Edit (or the Edit icon).
3. Save after changes.

Deletion

1. Select the item you want to delete from the list.
2. Click Delete and confirm.
3. Deletion may be restricted if it is already referenced by other data.