To access the Settings Tab, select Plant & Vehicle Module > View on the specific Plant. Using this Settings Tab, you can assign Plant Categories and Sites to a Plant.
Permissions
To assign/unassign Plant Category and Site/s to a Plant , you need to have Add & Edit Supplier Companies permission at either ORG or Site Level.
Assign & Unassign Plant Category
Assign Plant Category
1. To assign a Plant Category, navigate to Settings > Assign Plant Category.
2. A dropdown list will display all Plant Categories in the organisation. To assign a Plant Category, select the checkbox next to the desired category.
You can assign one or multiple Plant Category at once.
3. After choosing the desired Plant Category from the dropdown list, select Assign Category.
4. A success notification will be displayed in the top right corner, and the assigned Plant Category will be displayed in the Plant Category List.
Unassign Plant Category
1. To remove assigned Plant Category, select Actions > Unassign.
2. A confirmation box will be displayed, select Yes to proceed.
3. A success notification will be displayed in the top right corner. Unassigned Plant Category will be removed from the Plant Category List.
Assign & Unassign Sites
Assign Sites
1. To assign Site/s, navigate to Settings > Assign Site(s).
2. A dropdown list will display all Sites that can be assigned. To assign the Site/s, select the checkbox next to the desired Site/s.
Sites that can be assigned to the Plant and displayed in the dropdown depends on the Project assigned to the Contractor assigned to the Plant.
You can assign one or multiple Sites at once.
3. After choosing the desired Site/s from the dropdown list, select Assign Site(s).
4. A success notification will be displayed in the top right corner, and the assigned Sites will be displayed in the Sites List.
Unassign Sites
1. To remove the assigned Site/s, select Actions > Unassign.
2. A confirmation box will be displayed, select Yes to proceed.
3. A success notification will be displayed in the top right corner. Unassigned Site/s will be removed from the Site List.
