How to create an equipment file?

This tutorial explains how to create an equipment file and fill out its respective form and properties in AGIR.

Before you follow the next steps, please make sure your Equipment Module has been set up by our support team. If not, you can ask for our help by creating a ticket.

Follow the steps below to create an Equipment profile:

1. Go to Equipment Module.

2.  On the upper right side of the screen, select New Equipment.

3. Fill in the equipment data and register it on the intended group(s) of users. The selected group(s) and the users in them will have access to the equipment's file and its properties. This will also allow equipment managers within the selected group(s) to edit equipment properties.

 PERMISSIONS  To learn how to manage permissions for the Equipments Module, check out Equipment Permissions- How does it work?

Once you're done, click on Add Equipment.

Equipment profile

The equipment is now registered, however, some properties will remain unfilled. By accessing the equipment you can fill in the remaining properties. To do this, double-click on the equipment.

When the equipment's file is open, it's possible to change properties such as its image, name, and status.

Equipment file

When you click on the Equipment file, you will see some equipment-related data that may be filled in.

The equipment code can be defined by the user. Each piece of equipment has a unique code that can't be repeated.

The equipment's manufacturer field will be completely empty at first, thus requiring you to add a manufacturer manually on the field itself (explained below). Once created, this field will keep track of all the manufacturer options registered thus far.

How to add a manufacturer/provider

1. Select Manage manufacturers.

2. On this page, you can edit/delete equipment manufacturers/providers by clicking on the pencil/cross or create new ones by filling out the form and clicking Add down below.

To create a new manufacturer, simply fill out the data form: name, owner, contact, email, and address. You will also need to select whether this info pertains to a provider, manufacturer, or representative.

I. The Provider option means this info pertains to an equipment provider. In other words, the person or entity who sells this equipment.

II. The Manufacture option, which is selected by default, pertains to who manufactures the equipment.

III. The Representative pertains to the person/entity in charge of the equipment's maintenance. In this case, it could either be the manufacturer itself, or it could be another entity entirely.

Once you're finished, click on Add.

This info will now be available in the 3 fields shown below.

In this case, Lenovo is the equipment provider, manufacturer, and representative.

By selecting Yes on the Require Calibration? field, 2 extra fields will pop up: Observations and Acceptance Criteria.

Fill in the remaining data fields in order to complete the equipment's profile.

 TIP  you can save your changes as you fill in the form by clicking on the blue button in the bottom-right corner.

There are additional equipment info fields that you may fill in, if necessary, in the Further Information tab.

Documents, links, and maintenance

In addition to the equipment file data, you can also add components, links, and documents and consult the maintenance timeline. 

How do I add documents to the equipment?

When we click on Add, two options will appear:

• Documents Checklist - these are documents that are relevant to the equipment.
• Document - you may add any documents pertaining to the equipment without associating them with any checklist.

Check out the Why is the equipment checklist useful? tutorial to learn about how document checklists work.

Select the Document if you wish to have a document with no associations to any document checklist.

Provide a name and description (optional) for the document, then click on Add Document.

The added document will appear in the Other documents section.

How to consult the Maintenance history?

The Maintenance history tab contains information, which is automatically filled in every time a maintenance operation is registered. In this case, there is no maintenance history yet.

Check out the Equipment interventions - how does it work? tutorial to learn more about equipment maintenance.

Create and consult links

We can associate links to our equipment. You can choose to create an external link, link the equipment to a workflow, a document, or even another equipment profile.

 PERMISSIONS  Only AGIR Administrators and Equipment Managers can edit and create equipment properties, as long as they are part of the company/group in which the Equipment Manager is located.