Welcome to Isolocity's Support

What is an Equipment Type in the Isolocity system, and why is it important?

• An Equipment Type in the Isolocity system categorizes equipment into specific types based on their functions, use, or characteristics. Defining Equipment Types is important for organizing equipment within the system, streamlining inspection processes, and ensuring consistent management and reporting.

How do I begin creating a new Equipment Type?

• To create a new Equipment Type, log in to the Isolocity system and navigate to the "Equipment Manager" module. From there, select the option to manage your equipment types and click "Create a New Equipment Type."

What steps are involved in setting up a new Equipment Type?

• The steps involved include:

  • Step 1: Enter a name for the Equipment Type.

  • Step 2: Select whether the Equipment Type will be "Active" or "Inactive."

  • Step 3: Finalize the creation by clicking "Create Equipment Type."

How do I choose a name for the Equipment Type?

• The name should be descriptive and reflect the equipment's function or category, such as "Production Machinery" or "Safety Equipment." This helps in easily identifying and managing different types of equipment within the system.

What is the significance of setting the Equipment Type as Active or Inactive?

• Setting the status to "Active" allows the Equipment Type to be used in inspections and reporting. "Inactive" status means the type is not currently in use but can be reactivated if needed in the future. This setting helps manage equipment types that are no longer relevant or are temporarily out of use.

Can I edit an Equipment Type after it has been created?

• Yes, you can edit an Equipment Type after its creation by navigating to the Equipment Manager module, selecting the type, and updating the necessary details. This flexibility allows you to adjust the type as needed to reflect changes in equipment usage or organizational requirements.

How do I ensure consistent use of Equipment Types across the organization?

• To ensure consistency, clearly define the criteria for each Equipment Type and communicate these definitions to all relevant personnel. Regular audits and training can help maintain consistency in how Equipment Types are applied and managed within the system.

What should I consider when setting up the reporting frequency for Equipment Types?

• Consider factors such as the criticality of the equipment, regulatory requirements, maintenance schedules, and operational demands when setting up the reporting frequency. This ensures that the reporting intervals are appropriate for maintaining equipment reliability and safety.

Can I deactivate an Equipment Type if it is no longer needed?

• Yes, you can deactivate an Equipment Type by setting its status to "Inactive." This removes it from active use while preserving its records for historical reference or potential reactivation in the future.

How do I manage multiple Equipment Types within the system?

• Multiple Equipment Types can be managed by organizing them under clearly defined categories and regularly reviewing their usage. This helps in maintaining an organized equipment management system and ensures that each type is used appropriately.

What is the importance of finalizing the Equipment Type creation process?

• Finalizing the creation process by clicking "Create Equipment Type" ensures that the type is properly set up in the system and ready for use in inspections, reporting, and equipment management tasks.

How do I ensure that all equipment is correctly categorized by type?

• Regular audits and reviews of equipment records can help ensure that all equipment is correctly categorized by type. Training personnel on the importance of accurate categorization also helps maintain consistency and accuracy in the system.

How do I manage the transition of equipment between different types?

• Transitioning equipment between different types may involve editing the equipment record to reflect the new type and ensuring that all related inspection and reporting schedules are updated accordingly. This process helps maintain accuracy and relevance in the equipment management system.

What are the benefits of regularly reviewing Equipment Types?

• Regularly reviewing Equipment Types ensures that they remain relevant to the organization’s needs, reflect any changes in equipment usage, and continue to support effective equipment management practices. This proactive approach helps in maintaining an efficient and compliant system.

How do I communicate changes in Equipment Types to relevant personnel?

• Changes in Equipment Types can be communicated through system notifications, training sessions, or direct communication with affected departments. Ensuring that all relevant personnel are informed helps maintain consistency and alignment with equipment management protocols.

What is the process for reactivating an inactive Equipment Type?

• To reactivate an inactive Equipment Type, simply change its status back to "Active" in the Equipment Manager module. This allows the type to be used again for inspections and reporting without losing any of the historical data associated with it.

How do I integrate new Equipment Types into existing inspection schedules?

• Integrate new Equipment Types by assigning them to existing or new inspection templates and ensuring that the appropriate reporting frequency and duration are set. This integration helps maintain continuity in inspection processes and ensures that all equipment is adequately monitored.

Can I assign different reporting frequencies to different Equipment Types?

What are the next steps after creating an Equipment Type?

• After creating an Equipment Type, the next steps include linking the type to relevant equipment, integrating it into inspection and reporting schedules, and training personnel on how to manage and use the new type. Regular monitoring and adjustments ensure that the Equipment Type continues to meet organizational needs.