Axis Portal  
 


Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
 
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  • Home
    • CONTROL PANEL
      • Work Order
        • Property Inspection Checklists
        • Dashboard
        • Messages
        • Tenant Requests
        • Preventive Maintenance
          • Setting Up Preventive Maintenance
            • Equipment
              • The Equipment List
              • The Equipment Details Screen
              • Adding Equipment
              • Editing Equipment
              • Deactivating Equipment
              • Reactivating Equipment
              • Adding a Schedule
              • Editing a Schedule
              • Copying a Schedule
              • Previewing a Schedule
              • Deactivating a Schedule
              • Reactivating a Schedule
              • The Gauges Tab
              • The Attachments Tab
            • Tasks
            • The Schedules List
            • About Employee Available Hours
            • PM Work Order Dispatch Options
          • Using Preventive Maintenance
        • Visitor Security
        • COI (Certificate of Insurance)
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          Help Section          

The Equipment List
 

Control Panel > Work Order > Preventive Maintenance > Equipment

The Equipment List:

This list displays basic information about equipment that has been entered into the Preventive Maintenance (PM) work order system. From this list, users can also access the Equipment Details Screen and update schedules, gauge readings, file attachments, and other information.

To access the Equipment list, log into the Axis Control Panel at http://cp.axisportal.com, hover over Work Order, hover over Preventive Maintenance, and click on Equipment.


An overview of the various sections in the Equipment list are provided below.

  1. Use the Property drop-down to filter the list by property.

  2. The Filter button opens an interface, which allows users to choose a wide variety of filtering options.
    • Filtering information is stored locally on your web browser, and is remembered between sessions. The filter is automatically reset if users change properties using the Property drop-down list mentioned in (1) above.



  3. The list headings are highly customizable. All list customizations for a specific user are remembered between sessions and are stored locally on your web browser.
    • Users can click on a list heading to toggle between sorting the list in ascending or descending order.
    • Click and drag on headings to change the order they are displayed in.
    • Users can add or remove list headings by doing the following:
      • Click on the right side of a column heading (near the border between column headings, as shown in the image on the right).
      • Move your mouse pointer to the Columns entry in the list to display all available column headings.
      • Select the column headings that are preferred to be displayed and/or deselect the headings that are preferred to be hidden.



  4. Clicking on an equipment name or double-clicking on a row in the list will display the Equipment Details page for that piece of equipment. See The Equipment Details Screen for additional details.

  5. At the bottom of the list is a control toolbar that allows users to access several commonly used display features.


    The following list controls are available:

    Return to the first page of the list.

    Go to the previous page.

    Manually enter a specific page to go to.

    Go to the next page.

    Go to the last page.

    Use the slider to adjust the number of records displayed per page.

    Reload the list (checks for updates to the list since it was last loaded).

    Reset the list display settings to default (also removes any previously applied filters).
  6. Click New Equipment to create a new entry in the Equipment list. See Adding Equipment for additional information.
Last Updated: September 05, 2018