To create a piece of equipment, you'll need to access the Equipment module, then the Equipment menu, and then Create, as shown below.
When creating a piece of equipment there are different pieces of information to take into account. You can learn about them by using the tooltips functions, but let's take a look at the most important ones.
- Category: The category the piece of equipment belongs to. For more on this, refer to this section: Categories
- Description: A description of the piece of equipment
- Responsible: Add a user from the User module to assign someone who is responsible for this equipment
- Place of home: Add a company from the CRM module to assign a location where it belongs for this equipment
- Contact person: Add a person from the Person module to assign a contact person for this equipment
- Place of storage: A description of where to find the piece of equipment
- Current location: Add a company from the CRM module to assign a location where it currently resides
- Tracker ID: Typically an IMEI number
- Status: The status the piece of equipment currently is in. For more on this, refer to this section: Status
- Barcode: A barcode identifying the piece of equipment
- Individual: If checked, users are only allowed to take one tool at a time
- Competences: Only users with competencies identified in this area can pick up and use the equipment
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