Maintenance

Configuration

Depending on how it functions or other factors, each piece of equipment can be classified into a number of categories. To customize these equipment categories and add new equipment categories to the system, select “Equipment Categories” from the “Configuration” menu. A list of the equipment categories is displayed along with the employee in charge of each category of equipment. By selecting them, you can see the equipment that belongs to the selected category.

You can create new categories by using the configuration menu as follows. Click on the “NEW” button available on the “Equipment’s” homepage.

The Equipment category configuration form will be opened, as shown in the screenshot below.

As you can see from the screenshot above, various equipment categories are arranged in a dashboard list view based on the “Category Name,” “Responsible,” and “Company.” By selecting the "NEW" button next to the Equipment Categories in the page's upper left corner, you can add or create a new category. Then, as shown in the screenshot below, you will be taken to a form view where you must fill out the category information.

You can provide the details such as “Category Name,” “Responsible” employee or person name, “Company” details, and “Comments” regarding the category in this form and save the details using the save icon provided on the form page.

Here we can create a new equipment category named “Machinery” and save the details using the Save icon. You can see the newly created category from the “Equipment Categories” list, as shown below.

We have discussed and created the basic requirements of the maintenance module components in the above section. And the next procedure is the creation or configuration of “Maintenance Teams” in the Odoo platform. This process can also be done using the “Configuration” menu.