This guide will cover the process of creating, editing, and managing Equipment in the My Equipment module.
Below is the recommended order of how to build out equipment below:
1. Creating Asset Types
Asset Types are categories or classifications used to organize and manage different types of equipment within the system.
2. Adding Equipment
Adding Equipment to Prism allows to to create a recurring Preventive Maintenance task to be able to properly and efficiently track and maintain your equipment pieces.
3. Bulk Importing Equipment
Adding your equipment in bulk can save you time and avoid any formatting or data entry errors that may arise when attempting to add large quantities of equipment to the system.
4. Editing Equipment
This feature allows users to update equipment information in real time, so that if you need to run an audit on your Equipment list, all of the exported information is accurate.
5. Adding Files to Equipment
This feature allows users to upload documents, images, or create shortcuts to URLs directly within an equipment's profile, making it easier to manage and access relevant information.
6. Cloning Equipment
This feature allows users to create duplicate entries of existing equipment, streamlining the process of adding multiple similar items to the system.
7. Relocating Equipment
This feature allows users to update the location of equipment when it is moved from one property to another, ensuring accurate tracking and management of assets across different locations.
8. Filtering the Equipment Grid
This feature allows users to customize their view of the equipment list, making it easier to find specific items or groups of equipment based on various criteria.
9. Exporting the Equipment Grid
This feature allows you to export a list of all the equipment listed in the system, to allow you to run audits of your equipment.