Equipment Management provides a centralized system for registering, tracking, and maintaining all equipment assets. It covers the full equipment lifecycle from registration through active use, calibration, maintenance, and retirement.
Review the equipment table, which shows each item’s ID, name, location, category, type, status, criticality, calibration schedule, and maintenance schedule.
To narrow results, use the Filters card above the table:
Enter text in the Search equipment… field to search by name, ID code, location, or serial number.
Select a value from the All Statuses dropdown to filter by equipment status.
Select a value from the All Categories dropdown to filter by category.
Select a value from the All Types dropdown to filter by equipment type.
Select a value from the All Equipment dropdown to show Regulated Only or Non-Regulated Only items.
If you find yourself setting the same search text and filters every time you open the register, save them as a named view instead of rebuilding them.
On the left sidebar, select Equipment.
Set the search text and filters you want to save.
Select Views in the toolbar, then select Save current view….
Enter a name and select Save.
To reapply a saved view, select Views and choose it from the list – the search text and every filter it was saved with are restored together. To remove one you no longer need, select the trash icon next to it in the list.
Fill in the equipment details: name, ID, location, category, type, criticality, regulatory classification, serial number, manufacturer, model, and calibration/maintenance schedules.
