设备

Many employees are given various items to use while they work, such as laptops, phones, and printers. Most companies track their equipment, to see who is using what, as well as having a record of important information regarding the equipment, such as serial numbers, warranty information, and maintenance history.

注解

To track employee equipment, the Maintenance app must be installed.

Individual employee equipment

Employee equipment is tracked on the employee record. To view all equipment currently assigned to an employee, navigate to the Employees app, and click on the desired employee record.

At the top of the record, an Equipment Count smart button appears, with a number indicating how many, if any, items are currently assigned to that employee.

Click the Equipment Count smart button, and all equipment currently assigned to the employee appears in individual Kanban cards.

Each Kanban card displays the name and brand of the equipment on the first line, the serial number, and the employee’s name. Any current maintenance requests appear at the bottom of the card in a red box.

All employee equipment

To view all equipment for all employees, start on the equipment record of an individual employee.

注解

It does not matter what employee is selected, as this is just to get to the Equipment list.

In the Kanban view of the employee’s equipment, clear the default Assigned Employee filter in the search bar. This presents all equipment in the database, including those assigned to individual employees and whole departments.

Click into the search bard, and select Employee in the Group By column. The equipment is now organized in a Kanban view, organized by employee.

In the Kanban view displaying all employee equipment records, equipment can be quickly reassigned. Click and drag an equipment card to the desired employee to change ownership of the equipment.

Add equipment to an employee record

To add equipment to an employee’s record, open the Employees app, click on the desired employee record, then click the Equipment Count smart button at the top.

All equipment currently assigned to the employee appears in individual Kanban cards. To add a new equipment record, click the New button in the upper-left corner, and a blank Equipment form loads.

Fill out the equipment form for the employee’s equipment.

小技巧

Instead of filling out a new Equipment form for the same item, a form can be duplicated, then updated.

On the Equipment form, click the (Actions) icon in the upper-left corner, then select Duplicate.

An identical form appears, with all the information filled out, except for the Serial Number.

Enter the Serial Number on the form, and make any other necessary changes, such as the assigned Employee.