What are flags? Flags are a tag that you can use on Work Orders, Invoices and Proposals. These Flags can be used in a variety of ways. Some quick examples of Flags would be using them to identify Leased Assets, Assets Earmarked for Replacement, Assets out for Repair and Review. Because Flags are custom, you can use them in any way that makes sense for you and your team. These Flags are searchable which makes it easy to review the Invoices, Work Orders and Proposals associated with the assigned flags.

1. To create a new Flag, we need to first navigate to the Configuration tab from the side panel then choose the General Settings option from the drop down menu.

2. From the General Settings Module, select the Flags Tab as seen below.

3. On the Flags tab, you can review other Flags that have been created or add new Flags. To add a new Flag, click the Add New button.

4. After clicking the Add new button, a new window will appear. Here, you will type in your flag name and choose a color to represent the flag. When complete, click the save button.

5. Once you have saved your new Flag, you are ready to add flags to your Work Orders, Invoices or Proposals. To add a tag to your work item, you simply need to click the pencil icon on the top right corner of your work item and scroll down to the flag section as seen below.

6. After you Flag your work item, you will be able to search for that Flag or filter for that flag in the various modules. **Note, be sure to spell the Flag name EXACT and comma separate if filtering for multiple Flags in the Advanced Filter box.

Custom reports are available based on these flags. Please reach out to your CSM for more details

What are categories? Categories are essentially a way to classify your work orders from an accounting standpoint. When your account is setup, we preload the below categories.

Repair

Maintenance

Capital Expense

1. To add a new Category, navigate to the Configuration Module and choose the General Settings option from the drop down menu.

2. Next, choose the Categories tab from the menu seen below.

3. On the Categories Tab, you will see a list of all of your existing Categories. To add a new Category, click the Add New button.*If your new Category requires a new Approval Workflow, please do that before proceeding with the category creation. If you need help creating a new Approval Workflow, use this article (link to Approval Workflow article)

4. Upon clicking on the Add New button, a new window will open. Here you will name the Category and choose the associated Approval Workflow the category should be tied to. Once complete, click the Add button found at the bottom right hand corner of the window.

5. Once your new Category is created, you will need to reach out to your CSM to add or update your GL codes for your accounting exports. If you are not utilizing accounting exports, you can use your newly created categories right away.

**Note - Both Categories and Approval Workflows require permissions. If you are not able to view Categories or Approval Workflows, please reach out to your Site Admin.

What are Priorities? Priorities drive the Eta of Service Requests. When your account is setup, we preload the 7 Priorities seen below.

1. To add a new Priority, navigate to the Configuration Module then choose the General Settings option from the drop down menu.

2. From the General Settings Module, choose the Priorities tab as seen below.

3. In the Priorities tab, you will see a list of all existing Priorities for your company. To create a new Priority, click the Add New button.

4. Upon clicking the Add New button, a new window will open. Here you will Name the Priority, choose a color, and the days/hours for this priority. You will also need to indicate if this Priority should have Overtime approved, If the ETA starts at 7AM or if the ETA starts at 7AM on Monday. Once your selections have been made, click the Save button.