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Create Equipment/Inventory/Parts Sub Groups

Create Equipment/Inventory/Parts Sub Groups

Equipment, Inventory, and materials can now be broken out into groups to limit the selections that employees can make on their timesheets.

Add an Equipment Sub Group:

  1. While in ‘Administration’ click on ‘Equipment Sub Groups’.

  2. Select ‘Add Equipment Sub Group’.

  3. Give the grouping a name and select the pieces of equipment that should be part of that equipment subgroup.

    1. Equipment can fall under multiple groups.

  4. Click ‘Add this Equipment Sub Group’ at the bottom to save.

Once created, the employee can select the Equipment Sub Group on their timesheet and only see items related to that group. i.e. winter vs summer equipment, plows & attachments, passenger vehicles, etc...

Add an Inventory Sub Group

From Administration

  1. While in ‘Administration’ click on ‘Inventory Sub Groups’.

  2. Click ‘Add Inventory Sub Groups’.

  3. Give the grouping a name and select the pieces of inventory that should be a part of that inventory subgroup. 

    1. Inventory can fall under multiple groups.

  4. Click ‘Add this Inventory Sub Group’ at the bottom to save.

Once created, the employee can select the Part Sub Group on their timesheet and only see items related to that group,

Add a Parts Sub Group

From Administration

  1. While in ‘Administration’ click on ‘Parts Sub Groups’.

  2. Click ‘Add Parts Sub Group’.

  3. Give the grouping a name and select the parts that should be a part of that part subgroup. 

    1. Parts can fall under multiple groups.

  4. Click ‘Add this Parts Sub Group’ at the bottom to save.

Once created, the employee can select the Parts Sub Group on their timesheet and only see items related to that group.