Who is this article for?

Users who are responsible for Item entries.

Equipment Administrator(EQADM) permissions are required.

Items are the specific pieces of equipment, tools, vehicles, and any other assets you have logged within your Equipment Manager system. This article will show you how to find and add Equipment Items.

1. Accessing Equipment Items
2. Creating Equipment Items

1. Accessing Equipment Items

To access Equipment Items:

1. Navigate to Equipment Manager.
2. Select Asset Register.

You should see a list of all Equipment Items.

If you cannot see the search fields, select the Expand icon. You can also use the Code and Title fields to refine the results.

Additionally, each column header can be selected to arrange the results in ascending or descending order.

2. Creating Equipment Items

To create a new Equipment Item:

1. Select New Asset from the navigation bar.
   You should see a new screen.

2. Complete the mandatory details: Code, Model.
3. Provide an optional Description.
4. If the Owner is different from yourself, select the relevant Owner(s) via the dropdown box.
   The radio buttons below allow you to choose between a single user or a group.
5. Click Save to confirm the creation of the new Equipment Item.

The screen should refresh and reveal additional fields.

Complete the additional fields as required:

• Status - Status of the Item.
• Serial No. - Serial Number for the Equipment Item.
• Cost - Price paid (or RRP) for the Equipment Item
• Current Location - Place the Equipment Item is stored.
• Supplier - Point of purchase for the Equipment Item.
• Purchase Date - Date of purchase for the Equipment Item.
• Custom Fields - Any additional fields dictated by the Metadata Types associated with the Equipment Type.

Once you have added the information, click Save to confirm the changes.