Follow these steps to set up a new facility:
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.
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.
Other Information:
Under the "Other Info" section, enter comprehensive details including make, model, serial number, responsible organizations or owners, price, warranty information, and any other relevant specifics.
Set Permissions:
Set permissions to assign roles and responsibilities to organizations or users, ensuring they have access to the appropriate features and assets based on their role. This process ensures users can efficiently manage tasks, work orders, and related actions. For detailed instructions, follow this link.
Attach Documents:
In the "Documents" section, add all the 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.
