[ADD] employees: add equipment list
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@ -14,5 +14,6 @@ Odoo *Employees* organizes a company's employee records, contracts, and departme
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employees/new_employee
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employees/departments
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employees/certifications
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employees/equipment
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employees/offboarding
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employees/retention_report
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content/applications/hr/employees/equipment.rst
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content/applications/hr/employees/equipment.rst
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=========
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Equipment
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=========
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Many employees are given various items to use while they work, such as laptops, phones, and
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printers. Most companies track their equipment, to see who is using what, as well as having a record
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of important information regarding the equipment, such as serial numbers, warranty information, and
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maintenance history.
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.. note::
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To track employee equipment, the :guilabel:`Maintenance` app *must* be installed.
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.. _employees/equipment:
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Individual employee equipment
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=============================
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Employee equipment is tracked on the employee record. To view all equipment currently assigned to an
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employee, navigate to the :menuselection:`Employees` app, and click on the desired employee record.
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At the top of the record, an :icon:`fa-cubes` :guilabel:`Equipment Count` smart button appears, with
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a number indicating how many, if any, items are currently assigned to that employee.
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Click the :icon:`fa-cubes` :guilabel:`Equipment Count` smart button, and all equipment currently
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assigned to the employee appears in individual Kanban cards.
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Each Kanban card displays the name and brand of the equipment on the first line, the serial number,
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and the employee's name. Any current maintenance requests appear at the bottom of the card in a red
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box.
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.. image:: equipment/equipment.png
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:alt: A Kanban view of all equipment for an employee.
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All employee equipment
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======================
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To view all equipment for all employees, start on the :ref:`equipment record of an individual
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employee <employees/equipment>`.
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.. note::
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It doe not matter what employee is selected, as this is just to get to the :guilabel:`Equipment`
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list.
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In the Kanban view of the employee's equipment, clear the default :guilabel:`Assigned Employee`
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filter in the search bar. This presents *all* equipment in the database, including those assigned to
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individual employees and whole departments.
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Click into the search bard, and select :guilabel:`Employee` in the :icon:`oi-group` :guilabel:`Group
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By` column. The equipment is now organized in a Kanban view, organized by employee.
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In the Kanban view displaying all employee equipment records, equipment can be quickly reasignend.
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Click and drag an equipment card to the desired employee to change ownership of the equipment.
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.. image:: equipment/all-equipment.png
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:alt: A Kanban view of all equipment for all employees.
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Add equipment to an employee record
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===================================
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To add equipment to an employee's record, open the :menuselection:`Employees` app, click on the
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desired employee record, then click the :icon:`fa-cubes` :guilabel:`Equipment Count` smart button at
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the top.
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All equipment currently assigned to the employee appears in individual Kanban cards. To add a new
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equipment record, click the :guilabel:`New` button in the upper-left corner, and a blank
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:guilabel:`Equipment` form loads.
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:doc:`Fill out the equipment form <../../inventory_and_mrp/maintenance/add_new_equipment>` for the
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employee's equipment.
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.. tip::
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Instead of filling out a new :guilabel:`Equipment` form for the same item, a form can be
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duplicated, then updated.
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On the :guilabel:`Equipment` form, click the :icon:`fa-gear` :guilabel:`(gear)` icon in the
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upper-left corner, then select :icon:`fa-clone` :guilabel:`Duplicate`.
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An identical form appears, with *all* the information filled out, except for the
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:guilabel:`Serial Number`.
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Enter the :guilabel:`Serial Number` on the form, and make any other necessary changes, such as
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the assigned :guilabel:`Employee`.
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.. image:: equipment/equipment-form.png
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:alt: A duplicate equipment form with all the information filled out except the serial number.
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content/applications/hr/employees/equipment/all-equipment.png
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content/applications/hr/employees/equipment/equipment.png
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