设备

许多员工在工作时会使用各种物品,例如笔记本电脑、手机和打印机。大多数公司会追溯他们的设备,如查看谁在使用什么设备,并记录有关设备的重要信息,如序列号、保修信息和维护历史。

注解

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

员工个人设备

员工设备在员工记录中进行跟踪。要查看当前分配给某员工的所有设备,请导航到 员工 应用,并点击所需的员工记录。

在记录的顶部,会出现一个 设备数量 智能按钮,显示当前分配给该员工的项目数量。

点击 设备数量 智能按钮,当前分配给该员工的所有设备将以单独的看板卡片形式显示。

Each Kanban card displays the equipment’s name and model on the first line, followed by the serial number (if available), and lastly, the employee’s name. Any current maintenance requests appear at the bottom of the card in a red box.

员工所有设备的看板视图。

注解

A serial number is not required when logging equipment.

所有员工设备

要查看所有员工的所有设备,请从单个员工的 设备记录 开始。

注解

It does not matter what employee is selected, or whether they have any equipment assigned to them. This step is only used 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 bar, and select Employee in the Group By column. The equipment is now organized in a Kanban view, by employee.

In the Kanban view displaying all employee equipment records, equipment can be reassigned by clicking and dragging an equipment card to the desired employee. This changes ownership of the equipment.

A Kanban view of all equipment for all employees.

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.

A duplicate equipment form with all the information filled out except the serial number.