Adding New Equipment

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Step #1

Click Here


Step #2

Click here to enter the “Equipment Manager” module


Step 3

Click here to create your equipment


Step 4

Select whether to enable this equipment for use


Step 5

Is your equipment being serviced?


Step 6

Is this a “Critical Equipment?”


Step 7

Enter a “Name” (Required)


Step 8

Select the “Type” (Required)


Step 9

Enter “Serial Number”


Step 10

Enter “Location”


Step 11

Attach additional documentation (Optional)


Step 12

Click to add “Equipment Owners” (Optional)


Step 13

Enter “Description”.


Step 14

Click here to create your “Equipment”.


Step 15

Report Frequency


Step 16

Click here to Add Templates


Step 17

Select an “Existing Template”


Step 18

Enter the “Last Report Date”


Step 19

Enter the “Frequency”


Step 20

Select the “Duration”


Step 21

Enter the “Next Due Date”


Step 22

Toggle to exclude weekends


Step 23

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


Step 24

Click to add more templates (optional)


Step 25

Parts List


Step 26

Select an Existing Part


Step 27

Enter the “Quantity”


Step 28

Select the “Unit of Measure”


Step 29

You can remove the part by clicking the “x”


Step 30

Click here to create a New Revision (Optional)


Step 31

Enter Revision Number


Step 32

Click Create


Step 33

Click here to save equipment


Step 34

Click on the clock to see your activity


Step 35

The activity tracker shows all activity for this report


Step 36

Activities can be searched by key word or date range


Step 37

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


Step 38

Click on the blank space to go back to the report

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