Maintain a work type

You can modify, copy, and delete work types.

Modify a work type

  1. Navigate to System data > Work types.
    The list of work types is displayed.
  2. Click the work type to modify.
    The Edit work type dialog box is displayed.
  3. Make the changes as needed.
  4. Click Save.

Copy a work type

  1. Navigate to System data > Work types.
    The list of work types is displayed.
  2. On the context menu of the work type to copy, click Copy.
    • A copy of the work type prefixed with Copy 1 of to the <work type name> appears on the Work types page.
    • The fields and field properties appear in the Work type fields list.
  3. Customize the work type as needed.
  4. Click Save.

Delete a work type

You can delete redundant work types.

  1. Navigate to System data > Work types.
    The list of work types is displayed.
  2. On the context menu of the work type to delete, click Delete.
    On confirmation, the selected work type is deleted.
    Note If a live job exists on a work type, it cannot be deleted.