Introduction
Disciplines in ProdSys allow users to categorize different types of tasks or operations related to their business. By organizing disciplines, businesses can ensure that each task or operation is classified under the correct category. This makes managing tasks, assigning resources, and tracking performance more streamlined and efficient.
This article explains how to create, manage, and edit disciplines in ProdSys.
Purpose of Disciplines
The main purpose of setting up disciplines in ProdSys is to create a structured system where various tasks and operations are organized under distinct categories. Disciplines allow businesses to separate different areas of work, ensuring that resources are assigned appropriately, and that work is managed more effectively.
How to Access Disciplines Settings
Login: Begin by logging into your ProdSys account.
Navigate to Disciplines: From the main menu, go to System > Settings > Disciplines. This will bring up the page where you can view, add, or edit the disciplines used in your system.
Key Features of the Disciplines Page
Name: The name of the discipline that represents a specific category of tasks or operations (e.g., "Elektro", "Service", "Reparasjon").
Description: Provides a detailed explanation or additional information about the discipline to help identify its purpose.
How to Create a New Discipline
Click the "+" Button: Located at the top-left of the Disciplines page, this button allows you to create a new discipline.
Enter Discipline Details:
Name: Provide a name for the discipline (e.g., "Maling", "Montering").
Description: Add a description that gives more context to the discipline.
Save the Discipline: Once all details are entered, click Save to store the new discipline.
How to Edit an Existing Discipline
Select the Discipline: From the list of disciplines, select the one you want to edit by clicking on the three dots next to the discipline.
Make Changes: Update the name or description as needed.
Save Changes: Click Save to apply the changes to the discipline.
Best Practices for Managing Disciplines
Consistent Naming: Use clear and concise names for your disciplines to avoid confusion. Ensure that names are relevant to the tasks they represent.
Review Regularly: Periodically review your disciplines to make sure they align with current business operations. Remove outdated or irrelevant disciplines.
Provide Detailed Descriptions: Use the description field to add meaningful information that can help users understand the scope of the discipline.
Conclusion
Managing disciplines in ProdSys is a simple yet powerful way to organize and structure different areas of work in your business. By creating and maintaining a well-structured discipline system, businesses can enhance efficiency, ensure proper resource allocation, and maintain clarity in task management. Regularly updating and reviewing the disciplines helps ensure that your business operations remain well-organized and effective.