Equipment Setup Guide

• Permisos de usuario requeridos

• You can add a maximum of 10 attachments to a record.

• To set groups, the must first be configured in the Resource Planning tool. See Configure Groups for Resource Planning.

• 'Assignee' is the user listed in the Company Directory who is responsible for the equipment.

• Update a Single Piece of Equipment

• Bulk Update Equipment

Update a Single Piece of Equipment

1. Navigate to the company's Equipment tool.

    Tip

   You can edit the 'Status' and 'Onsite' columns inline, by clicking the field and making your selection.

2. Edit the Equipment.

   • Click the Equipment ID number.

   • Hover over the equipment record and click the edit icon.

3. Enter the equipment information. Show/Hide Fields

   • Equipment Photo

     1. Click the image.

     2. Select a file from your computer.

     3. Click Open to upload the photo.

   • Specification Information

     • Category. The equipment category.

     • Type. The equipment type.

     • Make. The equipment make.

     • Model. The equipment model.

     • Serial Number. The serial number.

     • Year. The year the equipment was built.

   • General Information

     • Equipment ID. The equipment ID.

     • Equipment Name. The name of the equipment.

     • Rate per hour. The cost of the equipment per hour.

     • Status. The status of the equipment.

     • Ownership. Indicates if the equipment is owned, rented, or subcontracted. If not owned, the following fields are available:

       • Vendor Name. The name of the equipment vendor.

       • Rental Start Date. The start date for the equipment rental.

       • Rental End Date. The start date for the equipment rental.

     • Assignee. The equipment's assignee.
       Note: Assignees must be listed as a user in the Company Directory.

     • Groups. The group for the equipment.
       Note: This is configured in the Resource Planning tool.

     • Notes. Notes about the equipment

   • Telematics Provider Information.

     • Telematics Provider. A list of supported telematics providers.

     • Telematics Provider ID. The equipment ID provided by your telematics company.
       Note: This only populates if you have connected your telematics provider to the Company Equipment tool.

   • Attachments

     1. Click Attach File and select the file from your computer.
        OR
        Drag and drop one or more files into the 'Drag and Drop' box.

4. Click Save.

Bulk Update Equipment

1. Navigate to the company's Equipment tool.

2. Mark the checkbox for the relevant equipment.

3. Take any of the following steps:

   • Add to Projects

     1. Click Add to Projects.

     2. Mark the checkbox for each project, then click Add.

   • Update Status

     1. Click Status and select the relevant status.

   • Update Onsite Status

     1. Click Add to Projects.

     2. Mark the checkbox for each project.

     3. Move the 'Onsite' toggle ON for each project.

     4. Click Add.