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Navigating the Equipment File

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.

  1. Expand the Assets Main Menu Section

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  2. Click on Equipment

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  3. Locate the desired equipment file via the search list by searching, sorting, filtering and/or scrolling

  4. Click on the line from the search list to open the equipment file

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Once the file is accessed, there are multiple areas of information within the file.

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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

The info tab panel consists of three sections, history, purchase info and assignment.

The history section will show you mount and dismount history for this equipment.

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  • Asset = Refers to the asset number that it is/was mounted to

  • Old Status = Refers to the status of the equipment prior to mounting

  • New Status = Refers to the new status of the equipment after mounting

  • Started At = Will show the date and time that the equipment was mounted to that particular asset

  • Ended At = Will show the date and time that the equipment was dismounted from that particular asset

  • Duration = Will show the total time the equipment was mounted to the asset

  • Meter = Is referring to the assets primary meter

The purchase info section will allow you to add the following information

  • Date Purchased

  • PO Number

  • Cost

The assignment section will allow you to enter the following information

  • 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

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.

  1. Click the (plus) towards the right corner of the service reminder window.

  2. Entered the required information in the Create PM pop-up window. Work Order VMRS, Description, Interval Day, last done. After entering the necessary information click create.

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  3. The service reminder window should now display the service that has been added.

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The Service Log History allows you to track equipment maintenance cost.

  1. Click the (plus) towards the right corner of the service log history window.

  2. The Service Equipment window will pop-up. If the service has already been completed, you can click on the toggle to Mark Service Complete.

  3. Click the Add Item box and you can now start entering the following information. Service type, description, quantity and cost amount.

  4. Once all the information has been entered, click the (plus) towards the far right.

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  5. 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.

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  6. Every service transaction that has been logged will reflect within the Service Log History window.

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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 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.

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