Follow these steps to set up a new facility, ensuring all details are accurately entered to optimize management and operational efficiency.
Open the Assets List: Navigate to the Assets section in the application.
Select Facilities: Click on "Facilities" to access facility management.
Create New Facility: Click "New" to start adding a new facility.
Enter Facility Details: Provide the facility’s name and description. If applicable, link a parent asset or warehouse by typing in the name or clicking on the icon next to it.
General Information: Under the "General" tab, enter comprehensive details including make, model, serial number, responsible organizations or owners, price, warranty information, and any other relevant specifics.
Location Details: In the "Location" tab, enter the facility’s location. If linked to a parent asset, choose to either add a new address or use the parent’s address.
Set Permissions: Under the "Permissions" tab, assign roles such as Approver, Contractor, Supervisor, and Accountant. This ensures that when a work order or similar action is created and linked to this facility, the permissions are automatically updated. You can also assign permissions to organizations, allowing any member of the organization to claim the action.
Add Custom Permissions: Click "New" to select a user or organization and specify the type of permission they should have.
Attach Documents: In the "Documents" tab, a new list will appear where you can add necessary attachments.
Connect Meters: If there is a meter associated with your facility, add it by following these simple steps.
Add OHS Information: Include Occupational Health and Safety (OHS) details by following the provided link.
Save the Facility: After entering all necessary information, click "Save" to create and add the new facility to your list.