Create an equipment category

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create equipment categories to organize types of equipment.

    Antes de Iniciar

    Role required: wm_admin

    Por Que e Quando Desempenhar Esta Tarefa

    Equipment categories or resource categories are types of equipment that can be assigned to crews.

    Procedimento

    1. Navigate to All > Field Service > Equipment Resources > Equipment Categories.
    2. Select New.
    3. Enter a name in the Category name field.
    4. Enter a description in the Short description field.
    5. Display equipment on the Dispatcher Calendar by selecting Show on schedule.
    6. Select Active to make this category active.
    7. Select Submit.

    Resultado

    The equipment category is added to the Resource categories list.