Follow these steps to create a new equipment record:
Open the Assets List
Navigate to the Assets section in the application.
Select All to open the asset list.
Start Creating Equipment
Click New and select Equipment to open the equipment creation form.
Enter the required basic information, then select Create & Open to create the equipment record.
Complete General Information
Once the tool record is created, review and complete the available fields under General Info, including:
Name
Code
External ID
Priority
Description
Parent Asset
Category
Warehouse
Location (Address, City, Postal Code, Country, State)
Enter Other Info
Under Other Info, enter any additional relevant details, such as:
Make
Model
Serial Number
Responsible organizations or owners
Price
Warranty information
Other applicable specifications
Attach Documents
Use the "Documents" section to upload any necessary attachments.
Connect Meters
If there is a meter associated with your equipment, add it by following these simple steps.
Add OHS Information
Include Occupational Health and Safety (OHS) details by following the provided link.
Result
The new equipment is added to the list.
