Equipment Management

Equipment List Overview

The Equipment List provides easy access to all units added to the system. Users can search and filter the list, manage equipment by adding or editing details, and quickly generate new records for tasks like repair requests or work orders.

To access the equipment list, click on "Equipment" in the side menu.

Click the folder icon to view a list of locations and categories.

The down arrow to the right of the location name will reveal the category list.

Click on the name of a location or category to see the equipment that is stored within that specific location or category.

Click underneath the Equipment header to filter your equipment list based on Status or Location.

Utilize the search box on the top right to quickly locate any assets.

The blue arrow will expand the selection and tasks that are due will display.

The Actions Gear provides quick access to adding a new record for the unit, such as a repair request or work order.

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Adding New Equipment

To add new equipment, click the universal plus sign at the top.

The New Equipment screen contains a variety of information fields to complete.

The Unit #: Two pieces of equipment are not allowed to have the same unit #.

Serial #: Entering in the serial number will automatically populate the Year, Make, and Model of the equipment. No two units can have the same serial number.

Anything entered into the Keywords box will create a search tag for the equipment. These 'search tags' make it easier to find the equipment from a list. Entering keywords is optional and not required.

The check box for Equipment has a meter tells the system whether or not an odometer will be tracked. Each piece of equipment can have up to two meter types setup and be choosen from Miles, Kilometers or Hours. If this box is unchecked, the system will not track any meter readings. 

Assignee: an employee who operates or is responsible for the unit's maintenance can be assigned.

Location/Category: which location the unit belongs to.

Purchase: category that is used for the depreciation report.

Maintenance Template and Inspection Template: Can be assigned to the unit.

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Edit Existing Equipment

To make changes to existing equipment, from the equipment list click the action gear on the right hand side and choose Edit.

On the Edit screen, the data can be modified in any of the boxes.

To assign a picture to the equipment, click the Picture tab on the top. Click Select File to choose a picture to upload.

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Deleting Equipment

To delete equipment, click on the equipment name from the Equipment Index to get to the Profile screen. Then, click the gear icon on the top right and choose Delete. Clicking on Delete will display a confirmation box. Click Yes to continue with the delete process.

To view equipment with a Deleted status, click the blue filter underneath the Equipment heading and choose Deleted.

Previous units can be reviewed here, along with the option to completely destroy the unit or recover it.

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