Click the Categories tab in the left menu. Click the Add button. Enter the name of the new category. Click Add. To create a Subcategory, click the Subcategories next to Category. Click Add button. Enter the Subcategory name and then select the main Category in the dropdown list. Click Add.

Click the Form Fields tab in the left menu. Click Actions and then Add Fields. Enter the field name and value then click Create.

Click the Roles tab in the left menu. Click Edit in the role you want to edit. In the next screen, you can remove people from roles or Add new by clicking the Add button.

Click the Configuration tab in the left menu. Click Workflow. Select Automatic or Manual. Click Save button.

Click the Performance Dashboard tab in the left menu. Filter as needed. Ex. Department, Date, etc.

To view the User Report click the Reports tab in the left menu. Click User Report. Filter as needed.

To view worked tickets go to the Reports tab in the left menu. Click Worked Reports. Filter as needed.

Click the Reports tab in the left menu. Click Technicians Report. Filter as needed.