These are your physical items of equipment. See below examples of Categories and Kinds and the items of equipment in each. 


 Category
 Kind
 Item
 Communications
 Portable GPS
 #GPS-1
 
 
 #GPS-2
 
 Laptop
 #Dell-1
 
 
 #Dell-2
 
 
 #Dell-3
 
 
 #Dell-4
 Vehicle
 4x4 SUV, Heavy Tow
 #DISCO-1
 
 
 #DISCO-2
 
 
 #DISCO-3



Creating an item of equipment


To create an item of equipment:

  • Navigate to Logistics -> Equipment
  • Open up Categories and click through to the category and kind where you want to add an item of equipment
  • Click [Add Item]
  • The system will automatically generate a unique reference number for you
Note: you can give your item a different reference if you are already using references. For example, you could put in 'ANCHOR-1', 'ANCHOR-2', 'BOX-2' or 'TRUCK-23' etc.
Remember the reference must be unique in the system. 
  • By clicking Create Item, a new page will open up where you can enter further details relating to the item such as Manufacturer, Model, Expiry date etc
  • By clicking Quick Add your item will be created with no additional details, however, you can add these in later by updating the item

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You can attach an image to the item's profile. However, if you have several items of the same manufacturer and model, it is advised to attach the image of the item to the model. This will set the photo as the profile photo for all items of that model. To do this refer to the following article: Manufacturers and Models


Viewing an item of equipment


To view an item of equipment:

  • Open up Categories and click through to the category and kind where the item is located
  • Click on the item reference to open it up
  • You will now see all details relating to that item
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  • Alternatively, you can search for an item of equipment by clicking in the search bar at the top of the page and typing in the name or reference number of the item. You can search for anything in the system and it will return a list of results
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Updating an item of equipment


To update an item of equipment:

  • Navigate to the item of equipment that you want to update
  • Click [Update details] on the item
  • Add in your updates and click [Save] at the bottom of the screen
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Deleting an item of equipment


To delete an item of equipment: N.b. do not delete not recommended as you will lose all audit and history details related to that item 

Note: It is not recommended to delete items in your account as you will lose all audit and history data related to that item

  • Click [Update details] on the item of equipment that you want to delete
  • Scroll to the very bottom of the screen and you will see a small red Delete button
  • Click Delete and enter the password you use to login into your account
  • Click the [Delete] button and that item will no longer appear in your list of equipment
  • Note: There is no bulk delete function
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Updating the status on an item of equipment


To mark an item of equipment as out of service and not operational:

  • Navigate to the item of equipment
  • Click [Change Status]
  • You can leave a comment if you need to add information as to why you are marking the item as out of service
  • You can also mark the item as a 'Critical Item' so that the system generates an alert whenever this item is marked as out of service

Adding a repair


To add a repair to an item of equipment:

  • You must go to the item of equipment that you want to assign a repair to
  • Click on [Add Repair]
  • Fill in the details
  • Click [Quick Add] if you do not need to add any further details
  • Otherwise, click [Create Repair] to add instructions and a due date
  • Click [Save Changes]




Duplicating an item of equipment


This is useful if you have several items with the same details that you need to add to the system. To duplicate an item of equipment:

  • Navigate to the item of equipment you want to duplicate
  • Specify how many duplicates you want created
  • Click [Create Items]
  • Your duplicated items will now appear at the bottom of the list