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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 Locations/Equipment tab.
• Click on the New button.

• Enter in the Name of your Location or Equipment.
• Select 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 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 facility as a location, you can title it "Parts Storage", specify the Category as a "Building", and then select a Type of "Warehouse". *Note: Types can be added to the account by administrators.
• 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.

 

Adding Usage, Attachments, and Links

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

 

Tracking Usage

• 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.

Adding Attachments

• 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.

Adding Links

• 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.