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.

Access 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

Add 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.

Edit equipment

To edit existing equipment:

1. Select the equipment from the list.

2. Click on the three dots and Click on Edit

3. Update the necessary fields.

4. Click Save to confirm changes.

Delete equipment

To delete equipment:

1. Hover over 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.

Video tutorial - Equipment management

Here is a video tutorial to walk you through the Equipment management process.