Locations/Equipment

You can enter Locations and Equipment into Maintenance Manager for which you want to perform maintenance work and track costs against.

Adding New Locations/Equipment

To add a new Location or new piece of Equipment, click on the Admin tab and click Locations/Equipment.
Click on the New button.

Enter in the Name of your Location or Equipment.
Select the where the Location or Equipment is located from the Location/Equipment is at field, if applicable.
Enter a Description to provide additional details about the Location or Equipment.
Enter in any Notes about the Location or Equipment.
Choose a Category to physically describe the type of Location or Equipment you are entering:
- Site - geographical area that may contain multiple structures or areas
- Building - free standing structure
- Area - place within a building or adjacent to a building (Example: parking lot, office, restroom, etc.)
- Equipment - piece of equipment work will be performed on

Select a Type to further break down the Category. For example, if you are setting up a warehouse as a location, you can title it "Parts Storage", specify the Category as a "Building", and then select a Type of "Warehouse" *Note: The Types shown are determined by the Category you have selected.
The fields available in the Attributes section of the form will vary depending on the Category that is chosen for this Location/Equipment. Fill in those fields as necessary. *Note: If you selected the Equipment category and filled out the Warranty Expiration Date in the Attributes section, when choosing that equipment on the work order form, a small note will appear letting you know if the equipment is under warranty.

*Note: The usage option will only appear if the Category of "Equipment" is selected.

If you want to track the usage for a piece of equipment, click on the Track Usage button at the bottom of the screen.

Select Setup Unit to specify the type of usage you will be tracking. This field is required. *Note: Setup Units are a predefined list and cannot be customized.
If you have a reading to enter, type it in the New Reading field.

To add attachments to the your Location or Equipment, click on the Add Attachments button at the bottom of the screen and select an attachment from your computer.

To add links to your Location or Equipment, click on the Add Links button at the bottom of the screen and enter the URL in the side panel. *Note: When a URL is entered, the link's name, description, and thumbnail image will automatically populate if available. This information can be saved as-is or edited before saving.
Click Save.

Bright Idea:

If you currently have a piece of equipment you no longer wish to track usage against, you are able discontinue usage tracking for it.

Click on the Equipment you wish to edit from the Locations/Equipment list and scroll down to the Usage Tracking section.
Click the Stop Tracking link. You will then be able to see the latest reading along with the recorded date.
If you ever want to track the usage on the Equipment again, click the Resume Tracking link.

To delete a Location or Equipment, click on the name of the Location/Equipment that you would like to delete.
Scroll down to the bottom of the Location/Equipment form and click on Actions.
Click on the red Delete Location/Equipment link. *Note: Location/Equipment cannot be deleted if they are tied to work orders, however, they can be deactivated.

To deactivate a Location or Equipment, click on the Location/Equipment name.
Uncheck the Active box on the Location/Equipment form. *Note: If an Location/Equipment has sub-locations or sub-equipment attached to it, the sub-locations/equipment or "children" will also become inactive.
Click Save.