You are here: Administration > Sys Admin Tasks > Create or Edit a Speciality

Create or Edit a Specialty

Creating specialties is the first step in creating your knowledge base.  Both models and tasks reference specialties, so be sure to add your specialties before models and tasks, especially if you are using import scripts.

Trade specialties can be assigned to roles, users, models, and tasks.  Setting up your specialties enables the work order auto-routing feature for craft and specialty.  Work orders are tagged with the appropriate specialty for the problem being reported, then are assigned to technicians with that specialty.

Create a Specialty

To create specialties, complete the following steps:

  1. Go to Our Company > Knowledge Base > Specialties.

The Service Specialties screen opens, displaying all of the specialties currently in the system.

  1. Click the Add New button.  

The Add Specialty popup screen opens.

  1. Type the name of the specialty in the text box.
  2. (Optional) Enter an NTE value for the specialty. This is the default value that will be associated with work order items that rely on the specialty, but it can be changed during work order creation from the Work Order details screen.
  3. Note: For detailed instructions on how to set the default NTE for your company, refer to the Set the Default NTE Value for Your Company's Specialties section of this guide.
  4. (Optional) If the new specialty is related to a Work Order Network (WON) service, select it from the drop-down list.
  5. Click OK to add the new specialty to the list.
Edit a Specialty

To edit a specialty, complete the following steps:

  1. Go to Our Company > Knowledge Base > Specialties.

The Service Specialties screen opens, displaying all of the specialties currently in the system.

  1. In the Specialty list, double-click the name of the specialty you want to edit.  
  1. On the Specialty popup screen that opens, edit the specialty name, NTE value, and/or WON service selection.
  2. Click OK to save your changes.