Equipment Dashboard
Jump to section:
Adding equipment
View by category
Editing equipment
Add a new category
Running an equipment report
-Adding Equipment:
-Select the equipment tab from the main menu bar.
-From the dashboard, you can see the equipment name, category, make, model, serial, units, unit cost, and status.
-To add new equipment, select the add equipment button from the right-side menu. You can then add all of the equipment details.
-Viewing equipment by category:
-If you would like to filter your view of equipment to a specific category, click on the drop-down at the right-side of the dashboard and check or uncheck the categories to get a list of which ones you wish to view.
-Editing equipment:
-To edit a piece of equipment simply click on it’s name in the dashboard or select the pencil icon next to the name. An edit window will pop up with the fields’s current information. Keep in mind that equipment cannot be deleted if it’s tied to any work orders. We recommend creating an inactive department for equipment that is no longer used.
-Add a new category:
-To create a new category click on the category tab from the top menu.
-From this window, click on the add category button and enter the new category information. You can also choose whether the new department is added to only this application or all applications.
-Running an equipment report:
-Select the reports option from the top menu.
-Choose the Equipment Report and click on the build button on the right side of the screen.
-In the report screen choose fields that you would like included. ex: Equipment, description, active/inactive, purchase price.
-You can adjust the order of the fields by clicking the arrows on the right side to move a field up or down. To delete a field from the report, click on the X.
-Once you have entered the information you want to see a report for, click on the run button.
-Adjust the date range and click run or export to .csv.