The Equipment section of RedTeam Flex lets you keep a complete record of every equipment item your company uses. Accurate internal records help you stay organized and hold employees accountable for the equipment assigned to them. Each equipment item created in RedTeam Flex must be assigned to a predefined category, such as computers, vehicles, cell phones, printers, or rental machinery. To configure these categories, follow the instructions in this wiki.
1. Add an Equipment Category
Each equipment item must be linked to an equipment category (e.g., machinery, computers, vehicles, or tools). The category not only groups your equipment, but also determines how the item's cost is allocated once it is assigned to an employee (and, in some cases, to a project). This allocation is based on the cost pool linked to the category. For details on creating a cost pool, see the Add a New Cost Pool wiki.
Steps:
From Configuration, locate Equipment Categories (under the Equipment heading).
Click the New (+) icon.
Enter a description for the equipment category.
Select the cost pool to link to this category. This determines the cost allocation for all equipment items assigned to the category.
Click Save.
2. Edit or Delete an Equipment Category
Once equipment categories have been created, you can modify or remove them from the Configuration menu:
To modify the description or cost pool of a category, select Edit from the tools icon and make your changes.
To remove a category that is not linked to any equipment item, select Delete from the tools icon. The category will be permanently removed.
To retire a category that is already linked to equipment items, select Edit from the tools icon and mark it as Inactive. It will no longer be available when creating new equipment items.
Steps:
From Configuration, locate Equipment Categories (under the Equipment heading).
Find the category in the list.
Click the tools icon.
Click Edit to modify the description or cost pool, or to mark the category as inactive.
Click Delete to permanently remove the category. This option is unavailable (grayed out) if the category is in use; in that case, mark it as inactive instead.