Create a Company Level Equipment Entry
Objective
To create an equipment entry in the company’s Equipment tool.
Background
At the company level, you will want to add equipment items that your company owns.
Things to Consider
- Required User Permissions:
- 'Standard' level permissions or higher on the company's Equipment tool.
Steps
- Navigate to the company's Equipment tool.
- Click Create.
- Enter the following information:
Note: An asterisk (*) denotes a required field.- *Equipment Category: Select the equipment item’s category from the drop-down menu. See Configure Advanced Settings: Company Level Equipment Tool.
- *Equipment Type: Select the equipment item’s type from the drop-down menu. See Configure Advanced Settings: Company Level Equipment Tool.
- *Make: Select the equipment item’s manufacturer from the drop-down menu. See Configure Advanced Settings: Company Level Equipment Tool.
Note: You can click "+ Create" to add a new Make to your company's Make & Model list. - *Model: Select the equipment item’s model from the drop-down menu. See Configure Advanced Settings: Company Level Equipment Tool.
Notes:- In order to select a Model, you must first select a Category, Type and Make.
- You can click "+ Create" to add a new Model to your company's 'Make & Model' list.
- Year: Select the year from the drop-down menu when the equipment item was manufactured.
- *Serial #: Enter the serial number that is on the equipment item.
- *ID #: Enter the identification number for the equipment. Typically, this number is one that is associated with your company’s accounting system.
- Display Name: Enter the name you reference the equipment item by.
Note
- The 'Display Name' appears in the drop-down menu.
- If the field is left blank, the 'Make' and 'Model Number' automatically populates the 'Display Name' for the equipment.
- Description: Enter any relevant information about the equipment item.
- Attachments: Attach any relevant files or photos associated with the equipment (for example, warranties).
- Click Create.