Adding Equipment:

1. From the Equipment list, click New Equipment to create a new entry.
   
   
   
   

   
   
2. In the first section of the New Equipment window, users can provide the following information: Equipment Name, System, Make, Model, Asset/Tag #, Serial Number, and Warranty Expiry.
   
   • The Equipment Name and System fields are required fields; additional information can be provided at a later date.
     
     
     
     
3. In the next section, enter the location where the equipment resides: Property, Building, Floor, and Suite.
   
   • The Property, Building, and Floor fields are required fields. Suite location (if relevant) can be provided at a later date.
     
     
     
     
4. In the last section, enter any important notes concerning the equipment in the Details field, then click Create to add the equipment.
   
   • The Details field is not a required field.
     
     
     
     
5. Users are taken directly to the Equipment Details screen. The information provided on the previous screen is located in editable cards to the left; users can click on any of these cards to edit them, if permitted through Role Security.
   
   • The References card to the bottom-left also allows users to add references (external links/URLs) to any online resources that may be available for the equipment.
   • The Schedules, Work Orders, Gauges, and Attachment tabs allow users to do the following:
     
     • Add, edit, and deactivate work order schedules.
     • View a list of completed work orders related to the equipment.
     • Add, edit, or view gauges and gauge readings.
     • Add, edit, or remove file attachments associated with the equipment (these attachments will also be appended to scheduled work orders).
     • For a general overview of the equipment details screen, see The Equipment Details Screen.