The Equipment module is found under the Preventative Maintenance admin page, and can be toggled from the dropdown menu, alongside procedures and schedules.
In the upper-right corner of the equipment menu, you can click the arrow next to the "Add New" button to open a small collapse menu, which allows you to:
Add New Equipment - Create a new piece of equipment
Create a New Category - Create a category into which you may sort equipment pieces
Manage Categories - View, edit, and delete your categories
When creating a new category, type in a title for the category you would like to add and click Save. This category will now be available to select when creating new equipment entries.
If managing your categories, you will see this window, which gives you a quick overview of each category, as well as how many pieces of equipment are classified with it. If you click a category, you can change its name. Clicking the dots to the right of a category also allows you to the option to edit or delete it. The list of categories can be exported as a CSV.
With at least one category in place, you can add new pieces of equipment by selecting Add New Equipment.
You can enter the following information relevant to the piece of equipment:
Title
Category
Details
Building
Floor
Suite
Specific Location
Asset Tag
Serial Number
Manufacturer
Attachments



