Adding service request categories

***Note: These settings are only available to the 'super-admin' role*





1. Please make sure you are logged into the web platform and then select "Platform Settings" in the left hand navigation menu.



Screenshot 2023-03-15 at 11.18.48 AM.png



2. Select 'Data Lists' from the left-hand navigation menu under 'Platform Settings'



Screenshot 2023-03-15 at 11.22.13 AM.png



3. From the right-hand portion of your screen select 'view' from the 'Service Request Category'



Screenshot 2023-03-15 at 11.25.36 AM.png



4. Here you can view all service request categories that have been created. Additionally you can differentiate between active or utilized service requests (indicated by a checked box) and inactive ones (indicated by an unchecked box).





Screenshot 2023-03-15 at 11.32.47 AM.png





5. To add a category, simply select 'Add category' from the top right corner of your screen and enter the desired name then click 'Add'



Screenshot 2023-03-15 at 1.49.53 PM.png

Contact Us

Not finding what you're looking for? https://www.gocaret.com/contact-us