Who is this article for?

Users who are responsible for Equipment Type management.

Equipment Administrator(EQADM) permissions are required.

Against each Equipment Type you can associate relevant Additional Fields (Metadata), Standard Documentation and Standards. This ensures that the required data is logged against your equipment and any supporting documentation or standards are readily available. This article contains information about each of the available items.

1. Associating Metadata Types
2. Associating Documents
   • Network/Local Document
   • EQMS Document
   • EQMS Document Link
3. Associating Standards

1. Associating Metadata Types

These are additional fields that can be associated with an Equipment Type. If associated, all Equipment of that type will have the additional fields appear in their details.

To associate Metadata Types with your Equipment Types:

1. Navigate to Equipment Types.
2. Select Equipment Type Details.
3. Switch to the "Metadata Types" tab.

This will reveal a list of existing Metadata Types you can associate.

4. Click the Add New icon in the header bar.

5. Check the box in the far right of the column for the Type(s) you would like to associate with your Equipment Type.
6. Click the Link icon to associate the selected Metadata Type(s).

2. Associating Documents

Navigate to the "Documents" tab to display the document list.

Network/Local Document

To associate a Document with an Equipment Type:

1. Click the New Attachment icon.
   The overlaid screen will be displayed.

2. Complete the mandatory Title field.
3. Browse for a file to be uploaded from any accessible computer/folder.
4. Click the Upload icon to the right in the header bar.

EQMS Document

To attach a copy of an EQMS Document to an Equipment Type:

1. Click the Attach EQMS Document icon.
   The overlaid EQMS Document screen will be displayed.

2. Use the filters to search for the required document.
3. Click the Attach icon to associate the document.

EQMS Document Link

To create a live link to an EQMS Document with an Equipment Type:

1. Click the Link EQMS Document icon.
   The overlaid EQMS Documents search screen will be displayed.

2. Use the filters to search for the required document.
3. Click the Link icon to associate the document.

3. Associating Standards

You can associate Standards to your Equipment Types, be it ISO or other regulatory standards.

When you select the "Standards" tab from the top bar you, will see the below screen.

The standards listed on the left-hand side of the screen are drawn from the System Management module within the system.

To associate a Standard, click the arrow to the right of its record row. It will then appear in the list on the right-hand side of the screen.

To remove this link, click the arrow to the left of its record row.