Click here to view the "Equipment Manager" video
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
