Adding New Equipment

Step #1

Click Here

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Step #2

Click here to enter the “Equipment Manager” module

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Step 3

Click here to create your equipment

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Step 4

Select whether to enable this equipment for use

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Step 5

Is your equipment being serviced?

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Step 6

Is this a “Critical Equipment?”

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Step 7

Enter a “Name” (Required)

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Step 8

Select the “Type” (Required)

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Step 9

Enter “Serial Number”

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Step 10

Enter “Location”

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Step 11

Attach additional documentation (Optional)

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Step 12

Click to add “Equipment Owners” (Optional)

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Step 13

Enter “Description”.

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Step 14

Click here to create your “Equipment”.

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Step 15

Report Frequency

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Step 16

Click here to Add Templates

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Step 17

Select an “Existing Template”

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Step 18

Enter the “Last Report Date”

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Step 19

Enter the “Frequency”

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Step 20

Select the “Duration”

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Step 21

Enter the “Next Due Date”

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Step 22

Toggle to exclude weekends

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Step 23

Click the checkmark to add the template or the “x” to remove it

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Step 24

Click to add more templates (optional)

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Step 25

Parts List

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Step 26

Select an Existing Part

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Step 27

Enter the “Quantity”

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Step 28

Select the “Unit of Measure”

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Step 29

You can remove the part by clicking the “x”

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Step 30

Click here to create a New Revision (Optional)

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Step 31

Enter Revision Number

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Step 32

Click Create

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Step 33

Click here to save equipment

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Step 34

Click on the clock to see your activity

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Step 35

The activity tracker shows all activity for this report

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Step 36

Activities can be searched by key word or date range

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Step 37

The user, the action and the date/time is tracked and recorded here

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Step 38

Click on the blank space to go back to the report