Cityworks - Storeroom Admin

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Notes:

You must be a Storeroom Administrator to perform the tasks below.

If a Storeroom will be used by only one Crew, then also ensure the Crew is configured under Crew Managers.  Click the link here to see the article on Crew Management.

Create a Storeroom

Click on Storeroom in the main navigation. 

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Click Config > Storeroom Materials > New Storeroom

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 Enter the new Storeroom name into Code and Description, then click the Add (+) button: 

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Create a Group

You must create a Group and assign permissions to the Group for controlled access to Storeroom. 

Click Config > Groups > New Group

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Enter the new Group name into Code and Description, then click the Add (+) button: 

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Click on the Group. Add employees to a Group under Group Members. Update the permissions under Group Rights.  The minimum rights needed to add materials to a work order is "Issue".  

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Add Materials to a Storeroom

Click Config > Storeroom Materials > Select a Storeroom

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Scroll to the bottom section of this page under Storeroom Materials.

Click New Material

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Select a material to add to the Storeroom, then click the "+" symbol.

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The material will then show in the list under Storeroom Materials. 

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Notice the quantity is 0.  You will need to receive materials to add the quantity to the storeroom.  

Click the link here to see an article on receiving Storeroom materials.

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