Adding New Equipment

Click here to view the "Equipment Manager" video

This article assumes that equipment types and templates have already been created in the system. If these items have not yet been set up, please complete those configurations first, as they are required for the steps outlined in this article.

Step #1

Navigate to the "Equipment Maintenance" Team. 

Step #2

Click here to access "Equipment".

Step #3

Click "Equipment Manager".

Step #4

Click "Create Equipment".

Step #5

Complete the "Status" section by completing the following fields:

• Out for Service
• Critical Equipment

Step #6

Complete the "Identification and Tracking" section by completing the following fields:

• Name
• Type
• Serial Number
• Location
• Equipment Owners

Step #7

Click "Create Equipment".

Step #8

Complete the "Report Frequency" section by completing the following fields:

• Template
• Last Report Date
• Frequency
• Duration

Step #9

Add a "Description".

Step #10

Add any spare parts