Pathway: Setup > Operations > Equipment Class
The Equipment Class Setup tool categorizes equipment type properties, such as wheel type, lid, etc., by class. This classification allows it to be linked to an equipment type and recorded when the equipment is used for a service.
Permissions
The following permissions are required to view, add and edit the Equipment Class Setup screen:
Field Descriptions
Add a New Equipment Class
- Click the green + icon from the Equipment Class Setup screen and the 'Add Equipment Class' popup will display.
- Complete the following required fields in Add New Equipment Class:
- Enter an ID
- Enter a Name
- Click Save when finished. Once saved, 'Equipment Class Property' can be added.
Equipment Class Property
The Equipment Class Property (tab) defines the specific equipment items included in the class and determines what will be displayed for selection when adding a service to a site. To add equipment class property, first select an equipment class from the upper grid. Then, add equipment using the toggle buttons.
Assign the Equipment Class to an Equipment Type
Pathway: Setup > Services > Equipment Type
Once the Equipment Class has been created, it must be assigned to an Equipment Type. This allows the equipment properties assigned to the class to be available for selection when adding a service to a site.
Connecting Equipment to Active Services
Pathway: Open the Site > Add Active Service
When adding an active service that involves equipment with property options, a green gear icon displays above the 'Requested By' field. By clicking on the icon, you can specify the properties for the particular piece of equipment used by the service. Once properties are added, they will be displayed with the active service and on the work order.
Work Order Example with Equipment Properties
