Create an equipment category

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Create equipment categories to organize types of equipment.

    Before you begin

    Role required: wm_admin

    About this task

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

    Procedure

    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.

    Result

    The equipment category is added to the Resource categories list.