1. Open the Equipment Inventory module.
2. Click the button. A new record will open.
3. Fill out the Equipment ID. (required) This must be unique.
4. Enter a more complete description in the Equipment ID Text field.
5. Set the equipment's Operating Status. Anything below 950 is considered to be in service.
6. Categorize the equipment using the Equipment Type.
7. Complete other fields as desired.
8. Click the button to save the record. The new record appears in the grid.

Method 1 - Add the Inspection from the Equipment record

1. Open the Equipment Inventory module.
2. Click the button next to the desired equipment record.
3. Select the equipment's Inspection grid and click the button. A new inspection record is started with the Equipment ID field filled out using the ID for the associated equipment.
4. Continue to Fill out the Record....

Method 2 - Add the Inspection from the Inspection module

1. Open the Equipment Inspection module.
2. Click the button. A new record will appear.
3. Enter or select the Equipment ID for the equipment the inspection is for (required).
4. Continue to Fill out the Record....

Filling out the Record

1. Enter the Date Inspected (required).
   • The combination of Equipment ID and Date Inspected must form a unique combination.
2. Complete other fields as desired.
3. Use the Maintenance Requested or Needs Repair fields to automatically create a request or work order for the site.
4. Click the button to save the Inspection.

1. Select the Equipment record's Threshold grid and click the button. The Threshold form opens.
2. Identify the threshold in the Name field.
3. Select the Field from the Equipment Inspection module to which the threshold should be applied.
4. Enter values for the Low and High parameters.
5. If you would like the system to send a notification when the parameter falls outside the thresholds, choose the appropriate Notification Label.
6. Click the button to save the record.

   Note: These Thresholds will automatically be copied to Inspection records for this piece of equipment

Method 1: Add a Reading to an Equipment item through the Equipment Inventory module

1. Open the Fleet > Equipment > Equipment Inventory module.
2. Click the button to expand the Equipment record to which you want to add a reading.
3. Select the record's Readings grid and click the Add New button in the grid toolbar. A new Reading record appears with the selected record's Equipment ID already identified.
4. Continue to Filling out the Record...

Method 2: Create a new Reading record in the Equipment Reading module

1. Open the Fleet > Equipment > Equipment Reading module.
2. Click the Add New button. A new record appears,
3. Enter or select the Equipment ID (required) for the item for which you want to record a reading.
4. Continue to Filling out the Record...

Filling out the record

1. Enter the Date (required) of the reading.
   • The combination of Equipment ID and Date must form a unique combination.
2. Complete other fields as desired.
3. Click Save to save the record. The new Reading record appears in the Equipment asset's Readings grid and in the Equipment Reading module.

1. Select the equipment record you need to rollback.
2. Click the button to expand the record.
3. Select the Hour Rollbacks grid and click the button. The Hour Rollbacks form opens.
4. Complete the Prior Meter Reading, New Meter Reading, and Reset Date fields. (These are required.)
5. Complete other fields as desired.
6. Click the button to save the record. The following warning appears:

   

7. Click OK.
8. Go to the PM/Work Templates grid to find any related PMs.
9. Open the related PMs and check all schedules for this piece of Equipment that were based on hour meters.

   Note: After resetting the meter, edit and then save the Equipment record. Doing so will correct the Amount Used readings on the Evaluation fields.

1. Select the Equipment record you need to rollback.
2. Click the button to expand the record.
3. Select the Other Meter Rollbacks grid and click the button. The Other Meter Rollbacks form opens.
4. Enter the Prior Meter Reading, New Meter Reading, and Reset Date. (These fields are required.)
5. Complete other fields as desired.
6. Click the button to save the record. The following warning appears:

   

7. Click OK.
8. Go to the PM/Work Templates grid to find any related PMs.
9. Open the related PMs and check all schedules for this piece of Equipment that were based on other meters.

   Note: After resetting the meter, edit and then save the Equipment record. Doing so will correct the Amount Used readings on the Evaluation fields.

1. Select the Equipment record you want to add a part to.
2. Click the button to expand the record.
3. Select Parts grid and click the button. The Parts form opens.
4. Select the Material ID from the pick-list. (The items in this list come from the Work Materials module).
5. Enter the Quantity used or required.
6. Click the button to save the record.

1. Select the Equipment record you want to add a part to.
2. Click the button to expand the record.
3. Select the Fluids grid and click the button. The Fluids form opens.
4. Select the Fluid ID from the pick-list. (The items in this list come from the Work Fluids module).
5. Enter the Quantity used or required.
6. Click the button to save the record.

1. Select the record you want to add a warranty to.
2. Click the button to expand the record.
3. Select the Warranty grid and click the button. The Warranty form opens.
4. Enter the Warranty Number (required).
5. Complete other fields as desired.
6. Enter the Manufacturer Code. (The values for this field come from the Manufacturer Library.)
7. Click the button to save the record.

Required Relationships

• None

Optional Relationships