Add single Equipment items
Navigate to the Equipment Manager module on your dashboard.
Ensure that you are in the correct equipment field. You can view your own equipment, your Service Provider Equipment, manage equipment categories, and your Archived equipment by selection the relevant field.
To add your own equipment, ensure that you are in the “owned equipment field”, then select add
Fill in the all the required fields that are pertaining to any Equipment and Vehicle you are required to add.
Note: Use the dropdown selection when selecting your required license if its applicable to the equipment type. These licenses are preloaded operating licenses.
Use the dropdown selection available when selecting your area.
Fill in the rest of the details.
When selecting the Service Status, make use of the dropdown selection.
This allows you to update the status of the Equipment item (Written off, Out of Service or In Service) by simply selecting the applicable option.
Continue to fill in the rest of the details.
Ensure that you select the Equipment Category using the dropdown selection available.
Once you have completed the relevant fields select the add button.
Note: If you try to add an equipment item with an asset number that already exists on the system, a notification will pop up advising you that the asset number already exists so it cannot be added.
All your equipment items will display in a list format as displayed below.
To edit and/ or update the in-depth information on the Equipment you have created, select the view button, in the line item of the Equipment you want to update.
An image of the item can be uploaded for easy identification.
Select upload photo, choose the image form your PC and save.
The image will display in the available space.
Note: you will have the option to change the photo by selecting the “replace photo” button” or you can remove the image altogether, by selecting the “remove photo” button.” You will only be able to remove the image if it is your owned equipment.
No specific user permissions is required to print an equipment summary. When selected this function will download a PDF summary of all data uploaded against the equipment profile.
To add a milage tracker and reminder to the Equipment item, select “Milage tracker.”
Note: This function will only be applicable to equipment items that will make use of a milage tracker, eg: Vehicles.
Fill in the necessary information and select save.
Note: “Reminder interval in days and Select Type to Assign” are not mandatory fields.
Select type to Assign: This is an option for you to select a user group or person to receive a notification every X days to receive a notification when the next service date is due.
Interval days: You can add that every X days a reminder needs to go to the person/user group advising them of the next service date for the specified equipment.
Once the milage tracker data has been loaded for the necessary equipment. The next service date can be monitored in reports and on your dashboard.
Navigate to Reports and select Equipment Manager. Select the applicable group (internal or contractor equipment), then select the Milage Tracker Option. Select the month and run the report.
Set Equipment Category:
If you need to edit the assigned equipment category for the specified equipment piece, use the dropdown selection available under “Set Equipment Category” and select “update”.