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Create a Project Level Equipment Entry

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Objective

To create an equipment entry in the project’s Equipment tool.

Background

At the project level, you can add equipment entries for items that are hired or are a subcontractor's.

Things to Consider

  • Required User Permissions: 
    • 'Standard' or higher permissions on the project's Equipment tool.

Steps

  1. Navigate to the project's Equipment tool.
  2. Click Create.
  3. Enter the following information:
    Note: An asterisk (*) denotes a required field.
    • *Ownership: Select the type of ownership of the equipment item from the drop-down menu.
    • Owner/Supplier: Select the owner or supplier of the equipment item from the drop-down menu.
    • *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 of when the equipment item was manufactured.
    • *Serial #: Enter the serial number that is on the equipment item.
    • Display Name: Enter the name you reference the equipment item by.
      Notes:
      • This is the name that will appear in the drop-down menu.
      • If this field is left blank, the Make and Model number will automatically populate as the Display Name for the equipment item.
    • Description: Enter any relevant information about the equipment item.
    • Attachments: Attach any relevant files or photos associated with the equipment item (e.g. warranties).
    • Induction #: Enter the equipment item's induction number.
    • Status: Select from the drop-down menu the status of the equipment item.
      • Under Maintenance
      • In Use
      • Available
    • Responsible Contractor: This field displays the responsible contractor that was provided on the induction inspection during the equipment induction process. 
    • Arrival Date: Enter the date of the equipment item's arrival.
  4. Click Create.