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Categories Management

Comprehensive category administration for managing work order categories and classification in True Tracker.

Overview​

Categories Management allows administrators to create, modify, and manage categories, organize work order types, and maintain classification structure within True Tracker.

Accessing Categories Management​

  1. Sign in with administrator privileges
  2. Navigate to Configuration → Category

Note: Categories Management requires administrator or category management permissions.

Categories List Screen​

The Categories List is your main hub for viewing and managing all categories in your True Tracker system. This screen displays all category records in an organized table format.

Categories List Screen

The Categories Management screen showing the list of all categories with their details and management options.

What You'll See​

ColumnDescriptionExample
NameName of the category"Electrical"
Created AtWhen the category was created"2025-10-16 14:51"

Search and Filter Options​

Find By Name

  • Use the search box to quickly find categories by typing their name
  • Search results update as you type
  • Case-insensitive search

Sort Options

  • Click the sort dropdown (e.g., "SORT BY CREATED AT : ASC") to change sorting
  • Sort by: Name or Created At
  • Sort type: ASC (ascending) or DESC (descending)
  • Default sorting is by Created At in ascending order

Available Actions​

For Each Category:

  • EDIT - Modify category details and settings
  • DELETE - Remove category from the system (use with caution)

Main Actions:

  • ADD CATEGORY - Create a new category

How to Use the Categories List​

  1. View All Categories: The screen automatically displays all categories when you access it
  2. Search for Specific Categories: Type in the "Find By Name" box to locate categories quickly
  3. Sort the List: Click the sort dropdown to organize categories by different criteria
  4. Manage Individual Categories: Use the EDIT or DELETE buttons for each category
  5. Add New Categories: Click the "ADD CATEGORY" button to create new categories
  6. Navigate Pages: Use the pagination controls at the bottom if you have many categories

Create Category​

The Create Category form allows you to add new categories to your True Tracker system. Click the ADD CATEGORY button from the Categories List to open this form.

Create Category Screen

The Create Category form showing the fields for adding a new category.

Form Fields​

FieldDescriptionRequiredExample
NameName of the categoryYes"Electrical"

Form Actions​

  • Save - Creates the new category
  • Cancel - Returns to Categories List without saving

How to Create a Category​

  1. Click ADD CATEGORY from the Categories List screen
  2. Fill in the required field:
    • Enter the category name
  3. Click Save to create the category
  4. You'll return to the Categories List and the new category appears in the list

Edit Category​

Click the EDIT button next to any category in the list to modify their information. The edit form contains the same fields as the create form.

Edit Category Screen

The Edit Category form showing the fields for modifying category information.

How to Edit a Category​

  1. Find the category in the list
  2. Click the EDIT button
  3. Modify the necessary fields
  4. Click Save to update the category

Delete Category​

Click the DELETE button to remove a category from the system.

Delete Category Confirmation

The Delete Category confirmation popup asking for confirmation before removing the category.

How to Delete a Category​

  1. Find the category in the list
  2. Click the DELETE button
  3. Confirm the deletion in the popup

Warning: Deleting a category is permanent and cannot be undone.