# Tips & Best Practices

### Setup tips

* Use clear naming conventions for service items to help users find what they need quickly
* Limit categories per building to avoid confusion and clutter
* Review and clean up unused services periodically to keep the list relevant
* Use descriptions wisely to clarify details like setup time or lead time required

### Approval tips

* Set up category-level approvers early to ensure requests are routed correctly from day one
* Use cost centre-level approvers only where different budgets genuinely require different sign-off
* If a category doesn't need approval, leave the approver blank — requests will auto-approve

### Cost centre tips

* Set up cost centres before rolling out services to users so costs are tracked from the start
* Use team restrictions to keep the dropdown clean and relevant for each user
* Deactivate rather than delete cost centres to preserve historical reporting data


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