Equipment management

The Equipment management module simplifies tracking, managing, and updating equipment information within a building or a facility, enhancing operational efficiency and ensuring data consistency.

Overview

The Equipment management feature allows users to:

• View a list of all equipment for selected buildings.

• Add, edit, and delete equipment details.

• Assign equipment to buildings.

• Access detailed equipment data, including maintenance schedules and warranty information.

Accessing equipment

To view and manage equipment you have two options :

• Option 1:

  1. Navigate to the Data management tab.

  2. Select the desired buildings.

  3. Open the Equipment tab under Physical objects, to see a list of equipment for the selected buildings.

• Option 2:

  1. Navigate to the Data management tab.

  2. Open the Equipment tab under Physical objects, to see a list of equipment for the selected buildings.

The list includes essential details such as:

• Maintenance schedule and next maintenance date

• Purchase information

• Warranty status

Adding equipment

To add new equipment:

1. In the Equipment section, click + Add.

2. Fill in the mandatory fields:

   • Name: Name of the equipment.

   • Type: Select from the dropdown.

   • Quantity: Number of items.

3. Optionally, provide additional details for example:

   • Equipment general information

   • HVAC system information

   • Purchase information

   • Maintenance details

4. Click Save to complete the process.

Editing equipment

To edit existing equipment:

1. Select the equipment from the list.

2. Update the necessary fields.

3. Click Save to confirm changes.

Deleting equipment

To delete equipment:

1. Select the equipment from the list.

2. Click the Delete icon.

3. Confirm the deletion in the prompt.

Equipment details

Users can view comprehensive information about any equipment, including:

• Maintenance history

• Purchase details

• Associated real estate objects (e.g., buildings, spaces)

The module supports assigning equipment to one or more objects, ensuring flexibility in tracking usage across multiple locations.

Data integration and validation

• Data import: Users can upload equipment data via CSV files. The system validates file structure and content to ensure consistency.

• Validation: All equipment data entries undergo strict validation to maintain accuracy and relevance.

• Synchronization: Changes to equipment data are reflected across all connected systems.