[ADD] employees: add equipment list

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larm-odoo 2024-12-11 16:25:30 -05:00
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@ -14,5 +14,6 @@ Odoo *Employees* organizes a company's employee records, contracts, and departme
employees/new_employee
employees/departments
employees/certifications
employees/equipment
employees/offboarding
employees/retention_report

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=========
Equipment
=========
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.
.. note::
To track employee equipment, the :guilabel:`Maintenance` app *must* be installed.
.. _employees/equipment:
Individual employee equipment
=============================
Employee equipment is tracked on the employee record. To view all equipment currently assigned to an
employee, navigate to the :menuselection:`Employees` app, and click on the desired employee record.
At the top of the record, an :icon:`fa-cubes` :guilabel:`Equipment Count` smart button appears, with
a number indicating how many, if any, items are currently assigned to that employee.
Click the :icon:`fa-cubes` :guilabel:`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.
.. image:: equipment/equipment.png
:alt: A Kanban view of all equipment for an employee.
All employee equipment
======================
To view all equipment for all employees, start on the :ref:`equipment record of an individual
employee <employees/equipment>`.
.. note::
It doe not matter what employee is selected, as this is just to get to the :guilabel:`Equipment`
list.
In the Kanban view of the employee's equipment, clear the default :guilabel:`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 :guilabel:`Employee` in the :icon:`oi-group` :guilabel:`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 reasignend.
Click and drag an equipment card to the desired employee to change ownership of the equipment.
.. image:: equipment/all-equipment.png
:alt: 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 :menuselection:`Employees` app, click on the
desired employee record, then click the :icon:`fa-cubes` :guilabel:`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 :guilabel:`New` button in the upper-left corner, and a blank
:guilabel:`Equipment` form loads.
:doc:`Fill out the equipment form <../../inventory_and_mrp/maintenance/add_new_equipment>` for the
employee's equipment.
.. tip::
Instead of filling out a new :guilabel:`Equipment` form for the same item, a form can be
duplicated, then updated.
On the :guilabel:`Equipment` form, click the :icon:`fa-gear` :guilabel:`(gear)` icon in the
upper-left corner, then select :icon:`fa-clone` :guilabel:`Duplicate`.
An identical form appears, with *all* the information filled out, except for the
:guilabel:`Serial Number`.
Enter the :guilabel:`Serial Number` on the form, and make any other necessary changes, such as
the assigned :guilabel:`Employee`.
.. image:: equipment/equipment-form.png
:alt: A duplicate equipment form with all the information filled out except the serial number.

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