WorkManager Category Code Listing

You can obtain an Excel listing of the category codes in WorkManager even if you are not an administrator. To obtain an Excel listing of WorkManager category codes, use this procedure: Listing WorkManager Category Codes

Adding Category Codes (Administrators Only)

You must be a WorkManager administrator to make changes to the category codes in the system. If you need to add category codes and you are not a WorkManager administrator, please contact your supervisor and request the new category codes. The procedure below is for adding or changing small numbers of category codes. If you have a large number of category codes to enter or change (say more than 10), there is another method that can be used to create them all at once from a text file, see Adding Cat Codes En Mass. Contact James Osborn with questions or problems.

  1. Open the WorkManager "classic" user interface by selecting Admin from the Extras menu.

  2. Do a query for your folders by selecting Show from the Query menu. Then select My Packets from the list that appears on the right.

  3. Find your default folder (the one with the same name as your login) and open it by double-clicking.

  4. To create a new category code entry, choose Create / General from the Edit menu.

  5. Select LBNL_CATEGORY_TO_TIT for the class of the new category code object.

  6. Fill in all the desired fields and hit Confirm.

  7. A window will appear for the new category code object you just created. Close this window and proceed to the next step.

    If you decide you need to make a change to the fields you just filled in for this category code, select Attributes from the View menu. This recalls the window from the previous step where you can change values and confirm the changes.

  8. When you are done creating category codes, you need to unreserve them by removing them from your packet. Select Remove from packet... from the Edit menu.

  9. Identify each new category code object you created by clicking once on them, then hit Confirm.

  10. When you're all done, close the packet editor and close the classic user interface.
Last updated 2/27/2004
This is the end of Adding New Category Codes.
If you have questions or comments, please contact James Osborn (JROsborn@lbl.gov).