Equipment types holds hold more information about the equipment than the category. The category simply categorizes the equipment types, and then while the type is the specific piece of equipment you work with. This could be anything from a crane model, a vehicle model, a hammer, etc. and In order to know how to divide into types it , depends on the work you need to perform with the equipment e.g. service and just internal management, and if it is service what the service interval is, which interval it has.
The equipment type
Above Below is shown an example of an equipment type. We can see that it belongs to the category of Machines.
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Equipment - Shows all equipment created of this specific type
Files - Specific type related files, that can be uploaded and then shared on all the equipments pieces of equipment of this specific type
Forms - Form settings on the type. Here you'll be able to select different forms for service, inspection, and other form settings. Please see Setting up service on the Equipment Type for more information on this matter
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Product use - Shows all product use associated with this type of equipment
Create a new type
Examples of equipment types could be the following:
Category: Pumps
- Pump XF200
- Pump XF300
- Pump XJ200
- etc.
Category: Crane
- Cranety 2500
- BFC 5000
- etc.
But why are the types divided into these e.g. "models"? The answer, in this case, is that these types on of equipment has different service intervals.
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To create a new equipment type you'll need to access the equipment modules settings/types.
Here you'll get a list of existing type, which you can edit by clicking on the pencil.
To create a new equipment type, simply press module's SETTINGS > TYPES, followed by pressing the 'New equipment type'-button.
Here, you
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need to fill out the following:
- Category: Choose a category where this type of equipment belongs. See above for info about equipment categories
- Type
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- name: Give the new equipment type a name
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- Code: This usually works as "initials" for the equipment type. You can enter 3-4 letters. Each equipment which is later added to the type
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- will get a code consisting of the 3-letter code plus a 4-digit number, for instance 'SNO0008'
- Picture
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- : You can upload a picture of the specific type of equipment to make it more recognisable. If the picture is larger than 250x250 pixels, then it will be scaled down to this
- Period
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- type: The period type is only relevant if you need to perform Service on this specific equipment type. This specifies how often equipment of this type should be serviced. You will then be warned, via the normal warning-system (See Equipment Settings for warning system) before a piece of equipment needs service. If you don't need this simply select 'No period'
- Product no.
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- : Here you can select a product number. This will generate a product use for the amount of time the equipment has been taken by a user, that is also checked in on a task
- Sub
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- type: Here you can select a
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- subtype
- Allow
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- parts: If this is marked you'll be able to select other pieces of equipment as spare part for these types of equipment
- Allow
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- registrations: If this is marked you'll be able to select that time registered on e.g. a task, should also be registered on the equipment attached to the task
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- Reserve in prod.
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- plan: If this is marked it enables the user to reserve this type of equipment in the production plan
Edit an equipment type
Editing an equipment type happens in the same menu. Just click on the pencil or directly on the title to enter edit mode.
Here you'll have to enter some details (similar to when creating equipment types) about this specific type of equipment.
When the relevant information has been entered, simply click save the "Save"-button and now you're ready to create equipment of this type for you to be working on.
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