Add New Equipment
To add new equipment, click the plus sign for Equipment on the left hand side menu.
Or, from the equipment index screen you can click the New button on the top right, next to the search box.
On the New Equipment screen there is a variety of information to fill out.
Most of the fields are self-explanatory. We will go over a few of the most utilized ones here.
The Unit # is a unique identifier of the equipment. Two pieces of equipment are not allowed to have the same unit #.
Anything entered into the Keywords box is referenced when using the Search Box on the equipment index. Think of these as 'search tags' that make it easier to find the equipment from a list. Entering keywords is optional and not required.
Serial # is another field that must be unique. You cannot have two units with the same exact serial #.
The check box for Equipment has a meter tells the system whether or not we will be tracking an odometer of some sort for the unit. Each piece of equipment can have up to two meter types setup for it. You can choose from Miles, Kilometers or Hours. If this box is unchecked, then the system will not track any meter readings for the unit.
Note that the meter types will automatically be configured when choosing a Maintenance Template (more information about this is further down).
Assignee is where you can designate an employee who operates or is responsible for the unit's maintenance.
Location/Category tells the system which location the unit belongs to.
The Purchase category is used for the depreciation report.
You can assign a Maintenance Template and Inspection Template to the unit. You can find more information about these templates under the Maintenance Tasks & Inspections category of the knowledge base. A Maintenance Template contains tasks that will be tracked for this unit. An Inspection Template contains a pre-existing checklist of items to inspect. If a Maintenance Template is setup with a primary meter of Hours, choosing it here from the drop down list will automatically set the primary meter of the equipment (towards the top of the edit screen) to Hours.
Click the Save button on the bottom to save the unit into the system. Click the Save & New if you wish to come back to the New Equipment screen to enter an additional piece of equipment.