Who is this article for?

Users who are going to use the module day-to-day.

Equipment User (EQUSR) or higher permissions are required.

EQMS Equipment Manager maintains comprehensive records for any type of business equipment - plant, machinery, tools, gauges, instruments, vehicles, furniture, and technology.

This article summarises what each area of the module can help you achieve and provides links to the available guides.

1. Overview
2. Asset Register
3. Equipment Types and Models
4. Locations and Location Types
5. Manufacturers
6. Suppliers
7. Administration
8. Schedule

We recommend consulting the below diagram as you work your way through configuring each area, to ensure all information is logged correctly when you use the module.

1. Overview

The system allows you to record as much or as little information about individual equipment items as you require. Part number, serial number, model, and asset code can be stored along with detailed technical and functional descriptions. Items can be categorised by equipment type and location.

Details of repairs and modifications can be recorded and linked to the service provider to ensure full traceability. You can search the Asset Register using multiple criteria to locate the information you want. Detailed supplier, manufacturer, storage, and cost data can be logged as well as maintenance, calibration, and safety check requirements.

• Overview of the Equipment Manager Landing Page
• Overview of Equipment Manager Permissions
• Creating and Configuring Equipment Manager Reports
• Emails and Notifications for Equipment Manager

2. Equipment Items

This is your register for all your assets and equipment logged within EQMS Equipment Manager. Each equipment can have associated data, documentation, calibration, and service check requirements.

• Creating Equipment Items

3. Equipment Types and Models

Equipment Types and Models are used to build a template for how your different assets and equipment items are handled e.g. Default requirements, associated data, documentation, standards, and additional metadata.

• Creating and Managing Equipment Models
• Creating and Managing Equipment Types
• Associating Checks and Calibrations with Equipment Models
• Associating Items with Equipment Models

4. Locations and Location Types

Each asset or piece of equipment logged in Equipment Manager is associated with the relevant storage location. Within the location details we can specify any key details and any additional information that may be required via the metadata associated with the Location Type.

• Creating and Managing Locations
• Creating and Managing Location Types

5. Manufacturers

This area is where you can keep your register of equipment manufacturers. The different models of equipment manufactured are associated against each manufacturer.

• Creating and Managing Manufacturers

6. Suppliers

The Suppliers area allows you to create a register of your current suppliers. If you also have EQMS Supplier Manager, it can be linked to this register to keep a consistent source of information without the need for additional admin.

• Creating and Managing Suppliers

7. Administration

Metadata Types, Inspectors and Inspector Types, Service Types and Calibration Types are all created and maintained here.

• Creating and Managing Calibration Types
• Viewing and Managing Inspectors
• Creating and Amending Inspector Types
• Creating and Managing Metadata Types
• Creating and Managing Service Types

8. Schedule

Schedule keeps track of all your upcoming Service Checks and Calibration in a useful calendar view.