To reinforce maximum efficiency and accuracy, managers now have the ability to upload pictures for locations within a site and equipment in their inventory. Managers may add, delete, and select a main picture for each piece of equipment and/or location managed by their organization. This ensures proper identification when equipment or a location is being used or out for maintenance.

Uploading Photos

Step 1

Click on the drop-down menu in the top, left corner.

Step 2

Go to Equipment and Assets (or Locations to add picture of a location).

Step 3

Select inventory from this list (or select a location under sites).

Step 4

Once on the landing page of the equipment or location, click on Add Picture in the top, left corner.

Step 5

Select the appropriate picture and upload.

Removing Photos

Step 1

Click on the drop-down menu in the top, left corner.

Step 2

Go to Equipment and Assets (or Locations to add picture of a location).

Step 3

Select inventory from this list (or select a location under sites).

Step 4

Once on the landing page, click on the picture in the top, left corner.

Step 5

Click on Settings in the top, left corner. Select Delete Picture.

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How to change the location of equipment.

Step 1

From the drop-down menu in the top, left corner, go to Equipment & Assets.

Step 2

Scroll to and select the desired equipment.

Step 3

Click Settings in the top, right corner.

Step 4

Go to Location.

Step 5

Click Change Location.

Step 6

Go to the new site, building, building section, room, or functional space of the equipment and click Select. You will be directed back to the equipment's settings page and see an alert that the equipment's location has been changed.

Equipment Circulation allows users to log the check-out and return of equipment.

Users request equipment check-out.

Step 1

From the drop-down menu in the top-left corner, go to Equipment & Assets.

Step 2

Click Circulation listed in the top menu bar.

Step 3

You will see a list of equipment available to your organization. Note:You must have access to the equipment you are requesting to check-out.

Step 4

Click Check-Out on the desired equipment. You will then see an alert that the check-out is pending approval.

Note:You will get a notification indicating whether this check-out is approved or denied.

Managers approve or deny check-out request.

Step 1

From the drop-down menu in the top-left corner, go to Equipment & Assets.

Step 2

Click Circulation listed in the top menu bar.

Step 3

Click Management in the top, right corner.

Step 4

There will be a small, oval icon in the top, right corner indicating pending requests. Click the icon to view.

Step 5

Now managers may choose whether to approve or deny the check-out request. The user will receive a notification with the manager's selection.

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How To Create Duplicate Equipment

Step 1

Select the equipment you'd like to duplicate from the main page or the Equipment & Assets page.

Step 2

Click on the 3 small dots on the far right.

Step 3

Go to Make Duplicate.

Step 4

Here you can fill out details about the new equipment added. Users are urged to rename the model title of this equipment.

Step 5

Other details such as technical specifications, managers, and reservation options may also be edited. Click save.
This equipment has now been added to the organization's list of equipment.

There are two ways in which equipment can be added to a site (building, room, or other functional space).

Adding via site, or functional space

Step 1

Go to Locations from the drop-down menu in the top-left corner.

Step 2

Select the space to which you'd like to add the equipment: site, building, building section, room, or functional space.

Step 3

Select Equipment & Personnel

Step 4

Click +Add Equipment

Step 5

Select the equipment type from this list, then proceed to fill out details about the equipment being added. Click Create to add this equipment to the site's inventory.
Note: If the equipment type you need to add is not listed, you may request for it to be added by clicking on Equipment Type not listed? in the top, right corner.

Adding via Equipment & Assets

Step 1

Go to Equipment & Assets from the drop-down menu in the top-left corner.

Step 2

Select +New in the upper, right corner.

Step 3

Site, building, building section, room, and functional space are listed above the location names. Select the location type, then location name to which you'd like to add this equipment.

Step 4

Select the equipment type from this list, then proceed to fill out details about the equipment being added. Click Create to add this equipment to the site's inventory.
Note: If the equipment t...

A new feature allows managers to restrict the amount of time a piece of equipment is available for reservation.

Step 1

From the drop-down menu at the top, left corner, go to Equipment & Assets.

Step 2

Scroll and select the equipment you'd like to restrict.

Step 3

Click the blue gear settings button at the top, right corner.

Step 4

Select Reservation Restrictions from the menu on the left.

Step 5

Toggle select Reservation Restrictions ON.

Step 6

Now you will be able to set an allotted time for this equipment to be reserved. Enter the amount of time by minutes, hours, days, or months. Click update.

Step 7

Now when users schedule this equipment, there will be a message indicating that one hour (or the time chosen) is the maximum time allowed. If any time exceeding that is attempted, a message will appear alerting them of the maximum time allowed and prompt them to choose another time frame. Scheduling within this time frame will be accepted and added to the schedule.

Hello,

The new Energizers that are coming out will only turn of by pressing the Job Stop button on the Energizer.

If it is turned off via web app or due to the end of a scheduled time, the energizer will stay on but notify that it should be turned off by cycling colors on the RGB button indicator.

E-Resources is a feature for equipment management. Documents pertaining to the equipment may be uploaded and managed under E-Resources. Here is a quick tutorial demonstrating how.

Step 1

Go to Equipment & Assets.

Step 2

Select the equipment in which you'd like to view or edit a document for.

Step 3

Click the 3 tiny dots on the far right of the menu bar.

Step 4

Go to E-Resources.

Step 5

Here you can click to view and download existing documents from this list, as well as search, add new, or edit documents.

Step 6

Under Edit, you can make the file public for anyone to download, or delete the file.

***Note

When you select Allow to make it a public file, you must click Update File to save this change.

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