Adding New Equipment

Follow these steps to add a new equipment record:

Navigate to Equipment Settings:

• Top Nav Bar
• Select Settings
• Click on Equipment.

Add New Equipment:

• Click on the Add New (+) button to create a new equipment record.
• The system will auto-populate certain fields for convenience.

Enter Equipment Details:

• Date Purchased: Select the purchase date of the equipment.
• Date In Service: Choose the date the equipment became operational.
• Status: Set the equipment’s status by selecting either:
  • Active (currently in use)
  • Inactive (not in use or retired)

Specify Equipment Type:

• Select a Type from the drop-down list

Model and Description:

• Model: Enter the equipment’s model name or type.
• Description: Provide a brief description of the equipment.

Upload an Image:

• Click the image box to upload a picture of the equipment, if available.

Add a Note:

• Include any additional notes or comments relevant to the equipment.

Submit the Record

This form has an auto-save feature, so all changes are saved in real-time. Once all fields are filled out, there’s no need to manually click Save—the new equipment record is automatically saved as you complete each field.