The Basic Catalogue
Within the Catalogues module, the Catalogue section is where the majority of settings reside.
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In the Basic Catalogue, there are a number of settings which work the same, but display in different areas. The following list of settings all share the same steps for adding, editing, and deleting options:
Simple Settings
- Plant Fuel Categories
- Attachments
- Qualifications
- Roles
- Departments
- Risk Categories
- Risk Types
- Activities
- Control Measures
- Defect Types
- Transaction Types
- Form Statuses
Adding a New Item to a Simple Settings
From the setting section, click the Create button in the upper right corner.
This all open up the Add New Menu.
Enter the text for the related setting in the Name field.
Click the Save icon in the upper right.
To Edit a Simple Setting click the Edit pencil icon.
To Delete a Simple Setting click the Rubbish icon.
Resourcing Types
Add a new Resourcing Type
To add a new Resourcing Type, from the setting area, click the Plus icon in the upper right.
Enter the text in the Name field and select either Plant or Staff in the Resource Type dropdown.
Click Create Resource Type to update your Resource Type list.
To Edit a Resource Type click the Edit pencil icon.
To Delete a Resource Type click the Rubbish icon.
WO Types
Add a new Work Order Type
To add a new Work Order Type, from the setting area, click the Create New Group icon in the upper right.
WO Cost Types
Add a new Work Order Cost Type
To add a new Work Order Cost Type, from the setting area, click the Plus icon in the upper right.
Enter the text for the Cost Type, as well as the Code, Interval Unit, and Description text.
Click Create Cost Type in the upper right to save this Work Order Cost Type to your list.
To Edit a Work Order Cost Type click the Edit pencil icon.
To Delete a Work Order Cost Type click the Rubbish icon.
States and Territories
Add a new State and Territory
To add a new State or Territory, from the setting area, click the Plus icon in the upper right.
From the Create Menu, enter the Name and Code text as desired for your State or Territory.
Click Save to add this item to your States and Territories List.
To Edit a State or Territory click the Edit pencil icon.
To Delete a State or Territory click the Rubbish icon.
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