Overview

Parts groups allow you to combine your parts to streamline generating workshop tasks. This may be used in:

• Grouping parts per engine.
• Grouping parts used for different services.
• Adding to a component on a component register.

Prerequisites

• Set up Parts (required).

Creating parts groups

1. Navigate to Workshop→ Configuration → Parts Groups

2. Click ➕ in the header to create a new parts group.

3. Enter a unique parts group name.

4. Click + Add Part and choose a part from the dropdown list to add to the group.

5. Once you have added all required parts and their quantities to the group, click Submit.

   

Viewing parts groups

1. Navigate to Workshop → Configuration → Parts Groups.
2. Find the parts group you want to view using the search tool 🔍.
3. Click on the name of the parts group to open the Manage Parts Group page.

Editing parts groups

1. From the Manage Parts Group page, click the edit icon ✏️ in the header.

2. Make the required changes, including editing the parts group name or adding or removing parts.

   ❕Note: If changing the parts group name, the new name must be unique. ❕Note: Editing a parts group won’t affect jobs that have already been generated with this parts group. The next time a task is generated and you choose to add in a parts group, these changes will take effect.

3. To save the changes, click Submit.

Deleting parts groups

1. From the Manage parts group page, click on Delete Parts Group in the Triple Dot Menu.

   ❕Note: If a parts group is attached to an engine, it cannot be deleted and the menu item won’t be visible

2. When prompted to confirm, click Delete.

   ❕Note: Deleting a parts group will not remove its parts from existing tasks.

Marking a parts group inactive

When a parts group is inactive, it will no longer be selectable on tasks. To make the parts group as inactive:

1. From the Manage Parts Group page, click Mark as Inactive on the Triple Dot Menu.
2. When prompted to confirm, click Mark As Inactive.

Exporting parts groups

You can export a parts group into a pdf document which will lists the parts, their quantity and the location of each part as follows:

1. From the Manage Parts Group page, click Export on the Triple Dot Menu.

2. A PDF file will be generated and downloaded.

   

In This Topic

Related Topics

• Preventative Maintenance
• Getting Started With Workshop