Create an Equipment Record in the Company Equipment Tool

Objective

To create equipment records in the company's Equipment tool.

Background

Things to Consider

• Required User Permissions
• You can add a maximum of (10) attachments to a record.
• Categories and Types must be configured in advance. See Configure Advanced Settings: Company Equipment.
• Options for the 'Make' field are configured in the tool's settings. See Configure Advanced Settings: Company Equipment.

Steps

1. Navigate to the company's Equipment tool.
2. Click Create.
3. Enter the equipment information.
   • 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. Whether the equipment is owned, rented, or subcontracted.
       • Rental Start Date. If rented or subcontracted, the start date for the equipment rental.
       • Rental End Date. If rented or subcontracted, the start date for the equipment rental.
     • Notes
   • 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 and Next.
5. Mark the checkboxes to assign the equipment to projects and click Save.
   OR
   Click Skip.

See Also

• Import Equipment Records in the Company Equipment Tool
• Edit an Equipment Record in the Company Equipment Tool