1. In the Work > Administration > Work Flow Setup > Equipment Setup module, click the button.
2. Enter an Equipment code (required). This value must be unique.
3. Identify the item by name in the Equipment Text field (required).
4. Indicate whether this item is currently Active Equipment in the Work program.
5. Enter or select the Equipment Type and Model No.
6. Provide a brief description of the item in the Desc field.
7. Enter the Department, if any, that is associated with this Equipment by default.
8. Enter the Unit of Measure and Unit Cost.
9. Complete other fields as desired.
10. Click the button to save the record. The new Equipment record now appears in the Equipment Setup grid.

1. In the Work > Administration > Work Flow Setup > Equipment Setup module, open the Equipment record that you want to deactivate.
2. Uncheck the Active Equipment box to indicate the Equipment is no longer active in the Work program.
3. Change the Equipment Status, if desired.
4. Click the button to save the record. The item will no longer appear in the Equipment pick-list on new Work Orders, PMs or Templates.
5. Important Final Step: Check PMs, Crew Setup, and Task Setup records for this Equipment and remove it where found. This step ensures that the system does not attempt to use the inactive Equipment when creating work orders.

Warnings

• Lucity will not generate a PM that includes a piece of Equipment that has either been deactivated or deleted from a Work Flow Setup module.
• Users can delete a piece Equipment from a Work Flow Setup module. Doing so does not affect existing data (i.e., the deleted Equipment still appears in existing PMs and existing Work Orders (completed or incomplete).

1. Open the Work > Administration > Work Flow Setup > Equipment Setup module.
2. Click the button to expand the Equipment record to which you want to add an Availability record.
3. Select the Availability grid and click the button. The Equipment Availability form appears.
4. Select the Status (e.g., Unavailable-Maintenance, Unavailable-Out of Service, etc.) from the pick-list (required).
5. Check the All Day field if the equipment will be out the entire day.
6. Enter the Reason for its unavailability (e.g., OSHA training, vacation, short-term disability, etc.).
7. Record the Start Date and End Date for the scheduled period of unavailability.
8. Click the button to save the record. The new Availability record now appears in the grid. Should a user attempt to add the Equipment as a Resource on a Work Order, the system will notify the user of the conflict.

1. Open the Work > Administration > Work Flow Setup > Equipment Setup module.
2. Click the button to expand the Equipment record to which you want to add a Category.
3. Select the Categories grid and click the button. The Categories form appears.

4. Select a Category. This is a required field and must be unique to the Equipment item.
5. Click Select.
6. Click the button to save the record. The new Category now appears in the grid.

1. Open the Work > Administration > Work Flow Setup > Equipment Setup module.
2. Click the button to expand the Equipment record to which you want to add an incident report.
3. Select the Incident Report grid and click the button. The Incident Report form appears.
4. Enter an Incident Number (required) and an Incident Date (required).

   Note: The combination of Incident Number and Incident Date must form a unique combination.

5. Select the Type of incident that took place.
6. Complete the address/location fields to identify where the incident occurred.
7. Use the remaining fields to identify the equipment, vehicles and people involved in the incident.
8. Briefly describe the details of the event in the Note/Comment fields.
9. Click the button to save the record. The new Incident Report now appears in the grid.