Equipment Tracking , Scheduling & Categories

Overview

Equipment Categories help organize equipment into groups based on their function or industry.

Using Equipment Categories

1. Identify the type of equipment.
2. Select the category that best matches its function or industry.
3. Save the equipment with the selected category.

Example

• Equipment: Bulldozer
• Category: Earthmoving Equipment

Using Equipment Categories makes it easier to organize, search, and manage equipment.

Adding/Locating Equipment Categories

1. Find Configuration
2. General Config
3. Equipment Categories

NOTE: These must be added before adding specific equipment to each category. Equipment Categories are classifications used to organize, define, and manage equipment items.

Adding Equipment

1. Open the Equipment page from the sidebar menu.
2. Select Create Equipment in the bottom-right corner of the table to add new equipment.
3. To edit existing equipment, select it from the list.

**Note:**All added equipment will appear in the equipment list (or under its assigned category) when assigning equipment to a work order.

Assigning Equipment

1. Open the Work Order.
2. Go to the Administration tab.
3. Open the Equipment tab.
4. Select Assign.
5. Choose the equipment you want to assign.
6. Save your changes.

Scheduling Equipment

1. Open the Work Order.
2. Go to the Administration page.
3. Select the + (Add) button in the Scheduling section.
4. Switch to the Equipment Schedule tab.
5. Add a time slot for the equipment.
6. Save your changes.

Note: The scheduled equipment time will appear in the Calendar.

Notes:

• You can also select the equipment time slot from the Calendar to edit or remove it from the schedule.
• Technicians assigned to the work order can view all scheduled equipment.

How to Check Equipment In or Out

1. Open the Work Order.
2. Go to the Service tab.
3. Find the Equipment section.
4. Select Check In or Check Out for the equipment.
5. Save your changes.

Note: All Check In and Check Out actions are recorded in the Equipment page under the Log tab.

Equipment Management

View Equipment Activity

1. Open the Equipment page from the menu.
2. Select the equipment you want to view.
3. Review the available tabs:

• Log – View all Check In and Check Out activity.
• Schedule – View when the equipment is scheduled on the Calendar and the associated work order.
• Work Orders – View all work orders the equipment is assigned to.