Equipment Management Setup

The general set up for using Equipment Management is described in this section.

Equipment Setup

The Equipment Setup page determines the time frame for showing upcoming appointments as well as setting up the different types of appointments.

Choose the icon, enter Equipment Setup, and then choose the related link.
In the Upcoming Appointments Time Frame field, enter a date formula for calculating how far in advance upcoming appointments will be shown for the equipment in the Resources Card and Role Center.
Turn on the Mandatory Location on Return toggle if a location must be entered when equipment is returned (see Return issued equipment).
On the Related menu, choose Additional Setups > Appointment Types to open the Equipment Appointment Types page where you can enter the default appointment types for your company.
Choose the New action.
In the Code field, enter a unique identifier for the equipment appointment type.
In the Description field, enter a short description of the equipment appointment type.
In the Appointment Type field, select the type from a predetermined list. The options are Mileage, Repair, Maintenance, Inspection, Safety Inspection, and Operating Hours.
Select the Recurring Appointment checkbox to create another appointment based on the interval when an appointment is completed.
In the Interval field, enter the time frame of the recurring appointment, for example, 6M to have the appointment every six months.

The Equipment Appointment Types page can be opened using the Tell Me feature.

Equipment Groups are used to categorize the various equipment in your company.