Why is the equipment checklist useful?

Created by Patrícia Quinaz, Modified on Fri, 04 Nov 2022 at 10:30 AM by Inês Figueiredo

The equipment checklist is used to add types of documents needed for equipment management (e.g..: an equipment warranty, equipment qualification file)

Create a checklist

1. On the top right side of your screen, click on your user name and go to Agir Config.

2. Select the Equipment and HR tab and pick the HR and equipment checklist option.

3. Click Add to add a new checklist.

4. Define the Checklist' Name and the type (in this case, we will create an equipment checklist).

Save it by clicking on the icon as shown below (3).

Now, we are able to add the documents we pretend to this checklist. For that, click on Add (4).

5. At this point, we can add document types to our checklist. Define the name of the file, the owner, which can be yourself (the one who has responsibility for the equipment), a deadline, and a description of the document.

Save all changes.

6. Here, you can see the created document for this specific checklist. You can keep adding other documents needed by clicking Add.

7. You can edit the checklist (1) or even delete it (2) if needed.

Accessing the equipment checklist

1. Go to the Equipments Module.

2. Select the equipment to which you want to add the checklist file.

3. Click on Add and Documents checklist.

4. From the list, pick the checklist.

5. By opening the created checklist, you are able to see the type of documents that you can add to your equipment.

Select the desired document type and click on Add Checklist.

TIP You can select all the types of documents listed or just one of them as shown in the image below.

6. At this point, a request to insert the document will show up, open the document type(s).

TIP The icon shown on the image above is grey because it's incomplete (50%).

7. You can edit the description and set the expiration date. To add the document, click on the Upload document icon and choose the document from your computer.

TIP When the document is inserted, the icon turns green, and when it expires, appears with the color orange.