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The equipment file must be created before it will show in the software. Refer to Adding Equipment Files for instructions to add equipment in the software. |
Accessing the Equipment File
Expand the Assets Main Menu Section
Click on Equipment
Locate the desired equipment file via the search list by searching, sorting, filtering and/or scrolling
Click on the line from the search list to open the equipment file
Navigating the Equipment File
Once the file is accessed, there are multiple areas of information within the file.
Primary Info Panel
The primary info panel houses all of the main information for the equipment itself such as:
Profile Picture = Optional and can be added at any time
Description = Description of the tool
Year = The year that the tool was manufactured
Equipment Status = Current status of the equipment
Serial = The equipment serial number/code
Model = The equipment model
Manufacturer = The equipment manufacturer
Acquired = Where the equipment was acquired
Info Tab Panel
The info tab panel consists of three sections, history, purchase info and assignment.
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Facility = The facility that this equipment is assigned to
Name = If the equipment is assigned to a specific contact, you may enter their name in this field
Department = If the equipment belongs/assigned to a specific department, they can be identified here
Customer = If the equipment belongs/assigned to a specific customer, they can be identified here
Terms = If this equipment is leased you can add information regarding the lease here
Value = Continuing the terms, you can add payment information in this field
Date = The date that this equipment was assigned to this department/employee
Service Reminder Tab Panel
You have the ability to set up one Service PM by days for each equipment file. You can use an existing VMRS code or create a new one if desired.
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Click the
towards the right corner of the service reminder window. Entered the required information in the Create PM pop-up window. Work Order VMRS, Description, Interval Day, Last last done. After entering the necessary information click create.
The service reminder window should now display the service that has been added.
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Click the
towards the right corner of the service log history window. The Service Equipment window will pop-up. If the service has already been completed, you can click on the toggle to Mark Service Complete.
Click the Add Item box and you can now start entering the following information. Service type, description, quantity and cost amount.
Once all the information has been entered, click the
towards the far right.
You can continue to add additional service transactions, delete it by clicking the trashcan icon or post it to history by clicking Post towards the bottom right.
Every service transaction that has been logged will reflect within the Service Log History window.
Note Tab Panel
The notes tab contains a panel where free form notes related to the equipment can be entered for documentation purposes.
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Attachments Tab
Attachments such as pictures, operation manuals, or other docs that are relevant can be attached to the tool file.
Refer to Attachments for instructions on using attachments if needed.