Equipment User Guide

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Ellery Curran
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Adding Equipment 

  1. Click the Equipment tab and navigate to the Equipment feature.
  2. Click the blue Add Equipment button.

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  1. Enter the Equipment name and select the property. 
  2. Choose the equipment category. You can also choose a floor or space, but this is optional.
  3. Chose an equipment asset type. You can also enter a specific location, but this is optional.
  4. Click the blue Add Equipment button at the bottom of the page to save. 

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Adding Asset Types 

  1. Click the Equipment tab and navigate to the Asset Types feature.
  2. Click the blue Add Asset Types button in the top right corner of the page.

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  1. Enter the Name and select a category for the Asset type. Then select the property you wish to add the asset type to. 

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  1. Click the blue Add Asset Type button at the bottom of the page to save.

 

Editing Equipment

  1. Click the Equipment tab and navigate to the Equipment feature.
  2. Scroll to the right end of the equipment grid to find the Actions column and click the View button to edit. 

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  1. Edit Floor/Space, Location, Manufacturer,Model, Serial Number etc. Click the Save Equipment button at the bottom of the page to save any changes. 

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  1. To edit Property, Equipment Category, and Equipment Asset Types, click the Actions tab in the top right corner of the page, then click Edit from the drop down.  

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  1. Click the blue Save Equipment button after making changes. 

 

Cloning Equipment

  1. Click the Equipment tab and navigate to the Equipment feature. 
  2. Find the piece of equipment you would like to clone within the equipment grid. Click the View button under the Actions column.  

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  1. Within the equipment’s information page, click the Actions tab in the top right corner of the page. 
  2. Click the Clone Equipment option from the drop down.

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  1. Select a property and number of clones for the equipment. Under Include fields select any additional fields from the equipment's information page that you would like to copy. 

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  1. Click the blue clone button to finish. 

 

Relocating Equipment 

  1. Click the Equipment tab and navigate to the Equipment feature. 
  2. Find the piece of equipment you would like to relocate within the equipment grid. Click the View button under the Actions column. 

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  1. Within the equipment’s information page, click the Actions tab in the top right corner of the page.
  2. Click the Relocate button from the drop down.

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  1. Choose a new property to relocate the equipment. Click the blue Yes, move button to finish.

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Filtering the Equipment Grid 

  1. Click the Equipment tab and navigate to the Equipment feature.
  2. Filter the equipment grid using the drop downs at the top of the page.   blobid15.png
  3. Under Sort by filter by Last Modified, Last Serviced, Equipment, and Install date. 

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  1. Filter by Status.

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  1. Filter by Property Groups or Properties from your account.

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  1. Filter by equipment Categories or Asset Types.

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  1. View which filters have been applied to the equipment grid in blue under the filters. Click the x to clear the filter. If multiple filters have been applied, click the x on each to clear a single filter or click Clear All. 

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Bulk Importing Equipment 

  1. Click the Admin tab and navigate to the Import Data feature. 
  2. Click the blue Import Data button in the top right corner of the page. 

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  1. Select Equipment under “What are you importing?” and click Download Template at the bottom of the page to download a template to enter bulk equipment information. Within the template, columns with an asterisk (*) must be completed. 
  2. Upload the complete template from your device then click the Import Equipment button at the bottom of the page. 

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Exporting Equipment 

  1. Click the Equipment tab and navigate to theActions feature to the right of the page.

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  1. Click the down bar on the Actions tab and click Export Equipment to export the equipment grid.

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