Adding parts to a task helps the technician know what parts they may need to complete their work.
This article covers how to add a part to an existing task and how to add a part to a PM template.
Table of Contents
Adding a Part to a Task
On the Manage Work page, click on the task you want to add the part to. Once the task is open, click on the green action button in the lower right corner of the task.
This opens up additional options. Select the part icon.
This will pull up a list of your parts inventory. Click the part(s) you want to add, then click "Add Part."
The part will appear at the top of the task. The green checkmark indicates that the part is available in your inventory.
If you need more than one of the same part, you can change the quantity and add more.
To remove the part, click on the trash icon to the far right of the part.
If a part has been added to a task, the parts inventory will show those parts as reserved until the task has been completed.
If a parts inventory threshold is reached by completing the task, a notification will be sent to whoever has been assigned to the threshold tasks for parts ordering.
Adding a Part to a PM Template
Open your PM template. For this example, we will open it through the asset card.
At the top of the PM template, click the "Add Part" button.
This will pull up a list of your parts inventory. Click on the part you want to add to your PM template and click "Add Part."
Your added parts will be listed at the top of the template. If you need more than one of a specific part, you can type in the number you need or change it using the arrows.
To remove a part, click on the trash icon at the far right.