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Maylis
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You have an "Equipment" tab where you can add new equipment and modify existing equipment. All the active equipment will be available in the 'Service/Chantier Forecast' and during the 'Time & Attendance', so it's important that everything is up to date so that you can see the right items appear.

In this article :

Choosing the scope and possible options in the "Equipment" tab

The first step is to go to the "Administer" tab (1) and then "Hardware" (2).

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First of all, you can choose the area in which you want to search for equipment (group, branch, department, site) (1).

To help you find the equipment you are looking for, you can type the product code or designation directly into the search bar (2) or filter using the active/inactive tabs (3). All active equipment will be available in the "Service/Chantier Forecast" and in the "Scorecard".

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You can also create or modify hardware en masse using the "Complete hardware table" option on the right of your screen.

Note :

Before creating the hardware, you must create the upstream services.

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Description of the "Equipment" sheet

Once you have clicked on the equipment of your choice, you will be taken to the Equipment file. This contains general information that can be modified at any time by the "ADMIN" user at Agency or Department level.

 

Here is a summary of the items you can modify :

  • Equipment photo
  • Type of equipment

This is used to group and filter equipment by type in the "Department/Site Forecast" and when "Tallying". The only default value is "Equipment". Please refer to the help centre article on this subject if you wish to create others.

  • Designation

This is the name of the equipment that will be displayed in the "Service/Chantier Forecast" and in the "Scorecard".

  • Code

This is the number of the item of equipment, which will be displayed in the "Service/Chantier Forecast" and during the "Check-In".

  • The purchase date
  • Hourly rate

This is used to convert hours into amounts (in €) in the "Budget Tracker".

  • Other
  • Department

This is used to attach the equipment to a main department so that it is available in the corresponding "Department/Site Forecast" and when "clocking in" on a site in this department.

  • Temporary Service

This is used to temporarily attach the equipment to a second department so that it is also available in the corresponding "Department/Site Forecast" and when "clocking in" on a site in this department.

  • Active/Inactive status

This allows you to display or hide the equipment in the "Service/Chantier Forecast" and during "Check-in" (if an item of equipment is inactive, it can no longer be checked in).

Finally, you can attach documents associated with the equipment, which can be viewed from the same file.

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How to add equipment ?

If you click on "back to equipment choices" at the top left of your equipment sheet, you will return to the home page. On this page, you can also add a new item by clicking on the button at the top right of your screen (1).

A pop-up window will then open in which you will need to enter the "designation" and "code" of the equipment (2). Click on "Confirm" to be redirected to the equipment file.

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Related keywords :

Hardware - management - filter - active - inactive - change - add - time

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