Report Category allows you to generate a report within Orders and Troubles to
view the equipment and services related to each work order based on this
a Report Category
Equipment/Services from the menu.
the Navigation pane, click Equipment.
will have two alternatives for Managing Report Category:
Within the toolbar directly above the Navigation
pane, click the Manage Report Category button.
Within the Action pane, click the Manage
Report Category link.
! If you are unable to view the Actions pane,
you may need to use the scroll bar to the right of the Navigation pane to
reveal the menu choices. Or using your mouse, point at the Separation bar, and
when the up/down arrow appears, right-click the line and hold it to pull the
either of the choices, The Manage Report Category window opens. Click the top
row, marked with an asterisk (*), to add a new record.
line highlights. Type the following information (required fields are marked with
an asterisk (*)):
Report Category – type
the category name, for example, material, overtime hours, regular hours,
Included Data * - click
the dropdown arrow to access a list from the list select one of following:
One Time Cost Only
add another category, click the Save button and repeat steps 4 and 5, as
Deleting a Report Category
the Manage Report Category window, there are two ways to delete a type of
Right-click the record selector box next to
the report category to access a menu from the menu click on Delete.
Highlight the name in the list and within
the Actions ribbon group click the Delete button.
you click Delete, a message box appears verifying that you really want to
delete the category. Click Yes within the box to continue or No
to cancel the operation.
Once selected, CAIRS draws a line through
the entire row allowing you to delete multiple categories at once.
you do not want to delete the category, right-click the record to access a
pop-up menu, and click Undelete.
you select Undelete, a message box appears verifying that you really want to
keep the category. Click Yes within the box to continue or No to
cancel the operation.
the Actions ribbon group, click Save (to save and stay) to
continue working with categories or Save & Close (to save and exit)
to return to the Equipment list.