Manual

Task Category

Through SafetyNet's company task category section companies can manage the list of categories of the tasks.

Task Category is used to sort your tasks, once you start adding tasks to your list of tasks completed by your company you can sort them by assigning them to different task categories.

Your task categories will also help you distinguish the type of work being completed on different work orders. Part of the Work Type section adds task categories to each work type as a work type detail.

This means depending on what type of work type is selected for a work order, a hazard assessment will be created with a different list of tasks depending on the type of work type is selected.

These default task categories are created so companies can build a list of task category that tasks can be sorted and grouped under. Companies can choose from default task categories SafetyNet provides. Companies may need to alter their task category lists as things change over time, as safety regulations by companies have changed.

Table of Contents

#Section Name#Section Name#Section Name
1Add Company Task Category 2Add Company Task Category from Default 3Delete Company Task Category
4Look up Company Task Category 5Edit Company Task Category

1.Add Company Task Category

To add a Company Task Category, click on the 'Add Task Category' link.

On the next screen, under Add Task Category heading, select:

Fields

Task Category Name: Allows the user to input the task category name. Its best to be descriptive of the category. The character limit of this field is 50.

Then click the 'Save' button. The edit company task category screen will load. From here, proceed to edit as per the instructions below.

2.Add Company Task Category from Default

To add a Company task category from Default, click on the 'Add Task Category From Default' link.

On the next screen, under Default Task Category heading, select:

Then click the 'Add Default Task Category For Company' link of the default task category.

3.Delete Company Task Category

Deleting company task category may have to be done if the company task category was added to the system incorrectly. Only company task category that have no tasks referencing the category can be deleted.

To delete a company task category click the 'Delete' link of the company task category you want to delete.

4.Look up Company Task Category

To get to the edit screen of a task category, click on the name of the company task category that you would like to edit.

5.Edit Company Task Category

The company task category section allows users to edit the company task category.

Once on the edit task category screen

Fields

Task Category Name: Allows the user to input the task category name. Its best to be descriptive of the category. The character limit of this field is 50.

Once the necessary information has been input, click the 'Save' button.