Available for
- Roles: Administrator, Technician, Production (if task creator)
- Plans: Premium, On demand
When creating an individual task, a user with the role of administrator or technician can specify the spare parts required for the intervention. This simplifies the preparation of the intervention, as the person in charge of the task will know exactly what needs to be prepared to carry out the intervention successfully.
Likewise, the list of these parts to be prepared will be available to the administrator to plan stock management for the current and following week. For more information, please refer to this article: How to forecast the required stock for the next period?
How to add spare parts to provide?
The user can add spare parts to provide when creating or modifying a task. It’s important to note that adding these parts is not mandatory.
Simply click on the + button in the dedicated section and select the spare part by typing its name or item code.
If a spare part is selected in the Spare parts to provide section, the required quantity must also be specified.
How to modify a spare part to provide?
If the quantity of a spare part to provide needs to be modified, the user can do so by clicking the pencil icon next to the part.
The field with the quantity to prepare will become editable.
It is also possible to view the related part by clicking on the eye icon available on the right.
The page with the part will open in a separate tab.
How to delete a spare part to provide?
It is possible to delete a spare part to provide from any task that has not yet been completed.
To do this, simply click on the red trash can button. You will need to confirm this action for it to be applied.
Conclusion
Administrators and technicians can specify the spare parts required for each task, thus simplifying the preparation for interventions and stock management.
The list of spare parts to be provided is then created based on the tasks planned for the current and next week. More specifically, all spare parts related to these tasks will appear in the list of stock to be provided to ensure the smooth execution of operations. This list is available on the spare parts search page by clicking the Consult stock to be provided button.