Who is this article for?

Users who are responsible for Equipment Model records.

Equipment Administrator(EQADM) permissions are required.

All assets/pieces of equipment on the system will be of a specific Equipment Model and each model must be of an Equipment Type. The Model is where we associate the Manufacturer and the specific Service and Calibration requirements for Equipment or Assets of the same variety. This article will show you how to add and amend these records.

1. Accessing Equipment Models
2. Creating Equipment Models
3. Amending Equipment Models

1. Accessing Equipment Models

To access Equipment Models:

1. Navigate to Equipment Manager.
2. Select Equipment Models.

You should see the Models list screen.

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 Models

To create a new Equipment Model:

1. Click the Add New icon.
   The below screen should appear.

2. Complete the mandatory details: Title, Equipment Type, Manufacturer, and Status.
3. Provide optional Comments.
4. Tick the relevant boxes If the model of equipment requires mandatory Service Checks or Calibration.
5. 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.
6. Click Save to confirm the creation of the new Equipment Model.

3. Amending Equipment Models

To amend an existing Equipment Model:

1. Select the relevant model from the Equipment Model list.
   This will reveal the related Equipment Model details screen.

2. Amend any required fields.
3. Click the Save icon to confirm the changes.

Looking for a changelog?
You can view the full history of changes made by selecting the Audit Trail icon in the header bar.