How do I create an Equipment?

Follow these steps:

1. Go to Equipment > Equipment > click on the + button

The Equipment Details Form will open, and fill out all the relevant information.

2. Select an Equipment Type

• All Equipment is created based on an Equipment Type. All available Equipment Types will appear in a dropdown in the first field in the Equipment Details Form.
• If none of the Equipment Types in the dropdown fits your purpose, then you need to create an Equipment Type before you can create the new Equipment.
• All the fields that were introduced when creating the Equipment Type will automatically be populated in the new Equipment. They can all be edited.
  
  

3. Fill out the mandatory fields

The following fields are not pre-populated from the Equipment Type:

• Give the Equipment a Title.
• Indicate the Location of the Equipment.
• Select the Responsible Person(s) from the dropdown. 

The following fields will be pre-populated from Equipment Type:

• Group(s), by assigning the Equipment to one or more Groups you are determining who can have a role in the Equipment and also who will be able to view the Equipment.
• If QA was predefined in the Equipment Type then this field will be prepopulated when creating the Equipment. If needed it can be modified. The Select QA field is mandatory. There can be more than one QA.
  
  

4. Fill out the optional fields you wish to include

The following fields are not pre-populated from the Equipment Type:

• If relevant, indicate the Equipment Customer Id.
• You can also add the Serial Number of the Equipment.
• Add a Description of the Equipment if needed. 
• If relevant, you can link the Equipment to other Equipment.
• It is also possible to link the Equipment to a Change Request.
• Upload files. This functionality is useful for example for uploading manuals from the manufacturer.

The following fields may be pre-populated from Equipment Type:

• Tag(s): these can be edited and if needed, more Tags can be created on the fly from the Equipment Creation Form.
• Manufacturer:  these can be configured in Manage > Clients / Vendors / Contacts. 
• Supplier(s): these can be also be configured in Manage > Clients / Vendors / Contacts. 
• Documents: The documents shown in the field will be those available in Document Control. You can search by Document ID or Document Name. This can be relevant for example when you want to link a manual, procedure, or work instruction to Equipment Types.
  
  

5. Save the Equipment