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1. Add an Equipment Category |
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The Equipment menu of RedTeam allows you to track and manage any and all Equipment your company uses.* Keeping good internal records of your equipment will keep you organized and keep Employees accountable for their Equipment assigned to them.
When an Equipment item is created in RedTeam, you are required to select an Equipment Category (eg. machinery, computers, vehicles, tools, etc.). This Category will not only organize your Equipment into a general group, but it also determines how the cost is allocated for the Equipment Item once it has been assigned to an Employee (and in some cases, a Project). This is determined by the Cost Pool that the Equipment Category is linked to (for details on creating a Cost Pool, see the " Add a New Cost Pool" Wiki).
* Note: Equipment Types coming soon
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Path:
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Configuration menu > Equipment > Equipment Categories
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Steps:
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From Configuration, locate "Equipment Categories" (under the heading: Equipment) See Figure 1.
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Click the New (+) icon See Figure 2.
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Enter a Description for the Equipment Category
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Select a Cost Pool this Equipment Category will be linked to (this will determine the cost allocation for any Equipment Items linked to this Category) See Figure 3.
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Click "Save"
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Figure 1,
From the Configuration section, click "Equipment Categories" under the "Equipment" heading
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Figure 2,
Click to add a new Equipment Category
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Figure 2,
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Figure 3,
You can create new Cost Pools from the Configuration menu
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Figure 3,
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2. Edit or Delete an Equipment Category |
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Once Equipment Categories have been created, you can modify or remove them in the Configuration menu.
To modify the Description or Cost Pool associated to the Labor Category, you can click Edit from the tools icon and make the changes.
To remove an Equipment Category that has not been associated with an Equipment item, you can click Delete from the tools icon and it will be removed permanently.
To remove an Equipment Category that has been associated with an Equipment item, you can click Edit from the tools icon and make it Inactive and it will no longer be available to be used when creating new Equipment items in the Equipment menu.
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Path:
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Configuration menu | Equipment | Equipment Categories
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Steps:
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From Configuration, locate "Equipment Categories" (under the heading: Equipment) See Figure 1.
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Locate the category in the list of equipment categories
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Click the tools icon See Figure 2.
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Click "Edit" to modify the Description or Cost Pool for the Equipment Category, or to make it Inactive
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Click "Delete" to remove the Equipment Category permanently (option grayed out if in use, inactivate instead)
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Figure 1,
From the Configuration section, click "Equipment Categories" under the "Equipment" heading
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Figure 1,
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Figure 2,
Click the tools icon to display multiple options
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Figure 2,
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Figure 2,
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