How do I add/edit my equipment?
The Add Equipment feature allows you to add single or multiple pieces of equipment.
Select Equipment from the left-side navigation.
To add a single piece of equipment:
1.Locate the orange Add Equipment button in the top right-hand corner. Click Add Equipment.
2. Enter details in the Equipment Overview.
3. Next, add pertinent Equipment Tags.
4. Once the equipment is created, you can add Equipment Notes such as a manual.
5. Then, select Assign. You have the option to assign to a Worker, Job, or other Equipment.
Tip: The easiest way to assign equipment to a worker on a job is to assign it to the worker. The equipment will then adopt the worker’s schedule.
Select Save.
To add multiple pieces of equipment at once:
1. Locate the orange Add Equipment button in the top right-hand corner. Click on the drop-down arrow and select Create or Add Multiple Equipment.
2. There are two ways to upload the details of multiple pieces of equipment:
- Double click on a row in the table or select a row and press enter to begin adding your workers one by one.
- You may also download the CSV template in order to enter many pieces of equipment at once from your database.
3. Select Continue.
4. Next, drag and drop chips to assign Equipment Status or select the checkmarks to bulk assign.
Tip: Dropping chips on top of existing types will replace them.
5. You will continue to drag and drop chips to assign Equipment Type, Acquisition Type, and Available Tags. You also have the option to select the checkmarks to bulk assign.
6. On the next screen you can drag and drop to assign Jobs, Workers or Equipment. Select the checkboxes to batch assign.
7. Lastly, enter advanced details such as Description, Acquisition Start and End Date, and Equipment Source. Select Finish.
8. Congrats! You’ve successfully bulk added equipment!
To edit/update equipment:
Select Equipment from the left-side navigation.
1. From the Equipment Table, select the checkmarks for the equipment that you would like to edit.
2. At the top of the table, you have the option to Edit Equipment or Delete Equipment.
3. Select Edit Equipment to follow through the same workflow used to add multiple pieces of equipment and update information where it is needed.