Understanding Categories

WHAT ARE CATEGORIES

 

A category is a general division, group, or classification in your business or company.

A category Item is a specific division, group, or classification inside a category.

 

Examples:

If you run a restaurant, a category could be Departments, and a category item can be Bakery, Deli, Seafood...etc.

If you run a national daycare, a category could be Location, and a category item can be New York, Chicago, Dallas...etc.

If you run a hospital, a category could be Divisions and a category item can be Medical, Surgical, Psychiatric...etc.

 

WHAT CATEGORIES ARE USED FOR

 

In WorkSchedule.Net, all scheduling and attendance data can be divided into categories.  All time blocks have some basic information such as employee, start date and time, and end time.Categories are used to add extra information to the individual time blocks, and to divide your schedule into groups.

 

 

COMMON FEATURES THAT ALL CATEGORIES HAVE

 

l All categories allow the user to create category items, which can be attached to time blocks in the time block editors. 

 

l All categories allow the user to rename them with the word or phrase that applies to their specific business. For example, an emergency medical service might rename the category "Areas" to "Ambulances", as that might make better sense for this particular business type.

 

l Time blocks can be sorted by any category, in the time block editors.  All categories have a sort order for their category items, that can be adjusted by you.  See Sorting.

 

l In the time block editors, you can choose to view only the time blocks that are attached to a specific category item.  See Cross-sections.

 

l All categories allow their category items to be color coded.  These colors will show up in the time block editors, when using the appropriate color scheme.

 

 

FEATURES PARTICULAR TO SPECIAL CATEGORIES

 

To be able to see categories on your schedule, you should setup your categories. Make sure to understand the particular functionality associated with the Departments category before completing your categories setup. Also, times of day and time on/off categories have special functionality beyond the common features mentioned above.