Equipment's Page Overview

On the Equipment page you can find all the information about the equipment as well as edit it or add different requests.

Accessing Equipment page

You can navigate to the equipment page: 

  • Through Equipment Equipment submodule by clicking on the name of the equipment under Name column;
  • Through Equipment → Services submodule by clicking on the name of the equipment under Equipment column;
  • Through Equipment → Service Reports submodule by clicking on the name of the equipment under Equipment column;
  • Through Equipment → Repair Requests submodule by clicking on the name of the equipment under Equipment column;
  • Through Equipment → Sold Equipment submodule by clicking on the name of the equipment under Name column.

Equipment page example: 

Equipment page overview

Left side panel

On the left side of the screen, detailed information about the equipment is available.

  • Switch the toggle on, if you want the equipment to be displayed on the crew schedule page.
  • Switch the toggle on, if the equipment is a tool on schedule.
  • Switch the toggle on, if the equipment is under repair.

  • To edit the equipment, click on the “Edit” icon and make the necessary changes in the new window.

  • To create a new repair request, click on the “Repair Req.” icon.
  • To change the equipments photo, click on the photo and select an image from local storage (Mac/PC).
  • To mark the equipment as “Sold” click on the “Decommission” button (at the bottom of the left side panel). 

Decomission button


If the equipment is already marked as “Sold”, you will have an “Return” icon instead.

Sold equipment example: 

In the middle of the page, you will be presented with 5 sections:

Equipment tabs

Services

In the “Services” section, you can find the services required for the equipment.

The services are divided into “Upcoming Services” for the required future services and “Service Reports” for the finished services.

Services required for equipment

You can edit, delete, postpone or complete the upcoming services.

  • To edit, click on the “Pencil” icon and make the necessary changes in the new window.ф
  • To delete, click on the “Bin” icon.
  • If the service is completed, click on “Complete” button and in the new window fill in the required information.
  • If the service is postponed, click on the “Postpone” button, choose the new date and save it.

Actions with upcoming services

The color of the services in the list under Upcoming Services refers to the time fact that a specific service was outdated (not performed in time) in red. Yellow shows that the upcoming service should be done.


Note that you can edit or delete the finished services.

  • To edit, click on the “Pencil” icon and make the necessary changes in the pop-up window.
  • To delete, click on the “Bin” icon.

Edit/Delete finished services

With the buttons in the top left corner:

Refresh / Add buttons

  • To refresh, click on the Refresh button.
  • To create a new service, click on the “Plus” sign and fill in the information in the new window.

Create Service on equipment

Note that all the fields marked with * are mandatory.

Repairs

In the Repairs section, you can find the list of all the repair requests with their detailed information, as well as create new ones. Note that the repair requests that have been created on the app for the equipment are also available here.

Repairs tab

Note that the colors of each item under Repairs depends on the status and can be adjused within Equipment Settings under Repair Statuses tab. For more details, please check this article


The repair requests can be edited, deleted or assigned to a specific person:

  • To assign a user to the repair request, click on the “User” sign and in the pop-up window choose the required user.

Assign user

  • To edit, click on the “Pencil” icon and make the necessary changes in the pop-up window.
  • To delete the existing request, click on the “Bin” icon.
  • To refresh the list, click on the “Refresh” icon at the top of the page.

Refresh lsit

  • To create a new repair request, click on the “Plus” sign and fill in the information in the new window.

Create repair request

Note that all the fields marked with * are mandatory.

Parts

In the “Parts” section, you can find the list of the purchased parts for the equipment with their detailed information.

Parts tab

For quick access, you can filter the list based on the part name. To filter, fill in the part's name in the "Filter by Name" field and click "Go".

Filter by name

You can edit or delete the existing parts as well as add new ones.

  • To edit, click on the “Pencil” icon and make the necessary changes in the pop-up window.
  • To delete, click on the “Bin” icon.
  • To refresh the list, click on the “Refresh” icon at the top of the page.

Refresh the list

  • To add a new purchased part, click on the “Plus” sign and fill in the information in the new window.

Add Part to equipment

Kms/Hrs History

In the “Kms/Hrs History” section, you can find the list of the kilometer per hour history for the equipment.

Kms/Hrs History tab

You can edit or delete the existing Kms/Hrs as well as add new ones.

  • To edit, click on the “Pencil” icon and make the necessary changes in the pop-up window.
  • To delete, click on the “Bin” icon.
  • To refresh the list, click on the “Refresh” icon at the top of the page.

Refresh the list

  • To add a new Kms/Hrs, click on the “Plus” sign and fill in the information in the new window.

Add kms/hrs to equipment

By default, km unit of measurement is set. However, if needed you can change kilometers to miles within Company Management under Units of Measurements Management

 

Files

In the next “Files” section, you can find the added files as well as add new ones.

Files tab

For the existing files:

  • To download the file, click on the “Download” sign.
  • To delete the file, click on the “Bin” sign.
  • To view the file, click on the “Magnifier” sign.

Actions with existing files

To add a new file, click on the “Browse..” icon and choose the necessary files.

Browse button

Notes

On the right side of the page, you can find all the notes concerning the equipment.

Equipment Notes

The notes can be filtered.

  • To filter the notes based on the operation type, click on the “Notes for” and choose the appropriate type from the drop-down menu.
  • To filter the notes by type, click on the “By Type” and choose the appropriate type from the drop-down menu.
  • To refresh the notes, click on the “Refresh” icon at the top of the page.

Refresh and filter notes

For the already existing notes, there are 3 options:

Actions with existing notes

  • To reply to the note, click on the “Reply” button.
  • To remove the note, click on the “Remove” button.
  • To edit the note text, click on the "Edit" button. Note that you can edit only the notes created by you.

To add a new note, fill in the text in the "Input" field and click “Submit”. If you want to add a file to the note, click on the “Clip” sign.

Add new note