Knowledge Base / FAQ
Frequently Asked Questions
Some setup features described in this post are only available to super-admin and admin level users.
- To start, a super-administrator or administrator has to define Equipment categories. Under ADMIN > Preferences > Equipment categories, create the appropriate equipment category.
Name your category in the box to the right of the and save. You can update existing categories, don't forget to do Update & Save. Only categories that are not used can be deleted using the bin icon . If an equipment category is being used, it cannot be removed. When an equipment category is in use, it is indicated with this symbol .
- Under Equipment module, you can list all your equipment. If you already have a list, you can use the import system under ADMIN > Data > Import (for more information, please read the KB-85). Note that for very short lists it can be more efficient to add equipment one by one rather than using the import feature.
Denoted by the green bracket are all the default fields to describe your equipment, in addition to Location and Person in Charge fields. Person in Charge is also used for maintenance functions. The default fields may be turned off using the settings in ADMIN > Data > Default Fields if this information is not needed. For more details on adding, removing or modifying fields see this Knowledge Base post.
Denoted by the red bracket, you can find the fields relative to your purchase contract. If the warranty or contract ends, the field changes, automatically, from YES to NO with the date of expiration.
As of version 5.4 the administrators can see an alert for both the expiration of warranties and contracts in the green Alerts tab on the menu bar. As seen below the admin can simply click on the edit button of the General Maintenance contract and change the details directly without having to navigate to the record in the Equipment module. Even when you click on edit and save without actively changing anything the Contract field will automatically switch to No.
In the same module with activated alerts, you can follow the equipment maintenance.
- First, you have to setup your email under ADMIN > Other > Setup. See the KB-95. Then, activate the maintenance alert under ADMIN > Preferences > Alerts and select Update Alerts Options.
- Under, ADMIN > Preferences > Equipment categories, you have to define the maintenance categories and their interval if you want alerts.
- To activate alert, in General Maintenance Alert Intervals field in Equipment record, fill an interval in months. Intervals such as 1.5, 0.33 or 0.5 months are allowed.
To create an alert, use the button on the left of the record equipment and click on Add maintenance or use the general button Add Maintenance on the top right of the module, and complete the form.
Version below 5.25
Version 5.25 and more
1. Select your equipment (Only if you use Add maintenance.)
2. Select your maintenance in the list, or create a new one (automatically adds to the maintenance list)
3. Select the date of the maintenance. (Dates in the future are prohibited. These must be placed in Event Calendar.)
4. Write a comment, a description or N/A.
5. Write maintenance operator name or initials.
6. To start the reminder, tick the box Activate ALERT ON
7. When the maintenance log is finished
For version 5.25 and above, you have the possibility to add custom fields to your Maintenance form. Under ADMIN > Data > Custom fields, choose the Equipment module and access to the Maintenance tab at right.
You can create all the custom fields that you need. For more information, please refer to the KB-97 and KB-118.
For version 5.4 and above, you can add maintenance to more than one piece of equipment at a time by using the memorize record function.
1. Click on the Memorize Record button .
2. Add Maintenance brings up a popup window (see below image) which shows the records in memory.
|For version 5.3 and above, you can filter your equipment by maintenance records and export this search with the right general icon, or export all the maintenance for one equipment (export button on the right of the maintenance tab).|
During this time (30 days in this example), you can upload the maintenance report of the operator. With this icon , you open a window to upload a document. When the maintenance is closed, you can't upload a new document, but with the same icon you can download the report.
" On 14/09/2016, you upload the maintenance report of the Olympus operator."
Once the operator comes back after the interval, you can close the maintenance with the padlock directly or edit the maintenance and tick the box Close Maintenance record. If an alert is set for the next maintenance event this will also be triggered for an alert and sent to the Event Calendar.