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Creating An Equipment Library
Create an equipment library to manage your equipment and associate pieces of equipment with work orders, tasks, and inspections. In this article we will discuss:
Once pieces of equipment are added to your library, you can then assign a QR code to each for faster access.
Creating Equipment Categories
Note: Creating Equipment Categories is optional, but recommended in order to keep your equipment organized. Skip this section if you do not want to create categories.
- Navigate to the Maintenance module.
- Navigate to the Equipment Library page.
- Click on New Equipment Category in the upper right corner.
- Name the category (eg: HVAC Equipment).
- Click Save.
Creating Equipment Items
- On the same Equipment Library page, click on New Equipment Item in the upper right corner.
- Fill out the form for the appropriate piece of equipment:
- Name (required): Name the piece of equipment
- Category: Select the category from the dropdown. This dropdown is populated after creating equipment categories.
- Building: In which building is this equipment located?
- Floor: On which floor is this equipment located?
- Suite: In which quite is this equipment located?
- Other Details: Use this section to organize information about each piece of equipment.
- Make, model, serial #, Install Date, Warranty End, Estimated Replacement Date, Install Cost, Replacement Cost
- Click Save.
